Tar River Wealth Planning offers investment management on both discretionary and non-discretionary bases, implementing strategies through various securities. They also provide financial planning and consulting services, covering areas like estate planning, risk management, retirement planning, and education funding. These planning services can be stand-alone or coupled with ongoing portfolio management. Tar River also offers retirement plan consulting services to employee benefit plans and investment advice to plan participants.
Fee Structure
Tar River Wealth Planning charges a percentage of your portfolio each year, up to 1.35%. The fee is calculated based on the value of your account. Separate account managers may also be used, and their fees will be disclosed to you in addition to Tar River's fee.