Assets Under Management

$708.4M

Number of Clients

427

Number of Advisors

7

Average Client AUM

$1.7M

AUM per Advisor

$101.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

RiversEdge Advisors offers tailored investment management and financial planning services. Investment strategies are based on modern portfolio theory, primarily using ETFs. Financial planning covers various areas, and clients may be referred to specialists. The firm may recommend unaffiliated investment managers.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Location

600 N King St, Suite 200, Wilmington, DE, 19801

7 Advisors at this firm

Riversedge Advisors | TrueAdvisor