RiversEdge Advisors offers a comprehensive approach to wealth management, tailoring services to the unique needs of each client. The firm builds customized investment portfolios primarily using exchange-traded funds and mutual funds based on modern portfolio theory. In addition to managing traditional investment accounts, RiversEdge Advisors provides ongoing advice and management for held-away accounts like retirement plans and 529 college savings plans using third-party technology. RiversEdge Advisors also offers financial planning covering retirement, tax strategies, estate planning, and insurance needs, and can coordinate with affiliated tax and accounting professionals. The firm serves individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees can range up to 1.50% per annum and apply to all discretionary and non-discretionary assets under management and advisement, unless agreed otherwise. All fees are negotiable.