Still River Financial Planning (SRFP) manages investment portfolios and provides financial planning services. SRFP works with clients to establish financial goals and objectives, then creates a plan to help them achieve those goals. Financial planning services cover areas like retirement, risk management, college savings, and estate planning. Investment management and tax preparation may be included at no additional cost with ongoing financial planning.
Assets Under Management$1.6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.6M
Fee Structure
Minimum Annual Fee:$1,000
Still River Financial Planning offers investment management for an annual fixed fee between $1,000 and $10,000, not to exceed 2% of the value of your portfolio. The exact fee depends on the complexity and needs of the client. The fee is negotiable and is paid quarterly.
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