River's Edge Wealth Management offers ongoing portfolio management and personalized financial planning services. The firm uses a evidence-based, tax-smart, and cost-effective approach to design custom investment portfolios tailored to each client's individual needs and risk tolerance. Services cover a wide range of areas including retirement planning, tax strategies, estate planning, education funding, and insurance reviews. River's Edge Wealth Management typically operates on a percentage of the value of your portfolio, and financial planning is included at no extra cost for clients who use the investment management services. Standalone planning and educational workshops are also available.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are negotiable. Direct indexing strategy adds up to an additional 0.25% fee.