Fee Schedule
Finding a fee-only firm is one of the primary criteria physicians should look for in a financial advisor. In other words, you’ve come to the right place.
Our Pricing:
Fee-Only
As a fee-only firm, River’s Edge only accepts compensation from clients, and not third parties, so as to remove potential conflicts of interest. There is only one fee paid by clients, which is clear, and clients will never be charged nuisance or other fees. Our fee is inclusive of all of our services: wealth management, financial planning, tax planning, and cash flow management, among others.
ASSETS UNDER MANAGEMENT |
ANNUAL FEE RATE |
$0 to $500,000 |
1.4% |
$500,001 to $1,000,000 |
1.0% |
$1,000,001 to $3,000,000 |
.80% |
$3,000,001 to $10,000,000 |
.60% |
$10,000,001 to $20,000,000 |
.50% |
$20,000,001 to $50,000,000 |
.40% |
Greater than $50,000,000 |
.30% |