River Wealth Management provides investment management services to individuals, high net worth individuals, and organizations. River Wealth Management also offers financial planning services, including estate planning and asset protection. Clients that are asset management clients may receive financial planning services as part of the asset management process with no additional fee being charged.
Assets Under Management$83M
Clients249
Advisors2
Avg. per Client$330K
Avg. per Advisor$42M
www.riverwm.com ·www.linkedin.com/in/timothy-plonski-cfp%c2%ae-3... ·www.linkedin.com/in/scott-huff-4a910013
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
River Wealth Management reserves the right to discount fees.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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