River Family Advisors provides financial life planning services tailored to individual needs. They offer holistic financial advice and financial transitions planning for life-altering events. River Family Advisors is a fee-only firm and refers clients to third-party money managers for investment management services. They work with high-income, high-net-worth, and ultra-high-net-worth families.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
River Family Advisors does not directly manage investments. Instead, they refer you to third-party money managers like AssetMark. Your total cost will be the money manager's fee plus River Family Advisors' fee. For example, with AssetMark, the total annual fee could range from 1.00% to 1.65% depending on the amount invested.
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