North River Wealth Advisors (NRWA) manages investment portfolios based on clients' individual needs and goals. NRWA also offers financial planning services, covering areas like cash flow, college savings, employee benefits, estate planning, insurance, investments, retirement, risk management, and tax planning. Financial planning is offered as an ongoing service, where a planner works with clients to develop, implement, and monitor their plan.
Assets Under Management$66M
Clients106
Advisors2
Avg. per Client$620K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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