Fidelity as Custodian

Fidelity as Custodian

River’s Edge Wealth Management is an independent firm, but we do not go it alone. Our independence gives us the flexibility to partner with best-in-class providers to enable us to strategically serve our niche of clients. We’re proud to partner with Fidelity Investments as our clients’ custodian, as well as a primary source for investment and portfolio research.

With nearly $10 Trillion of assets, and as the largest provider of retirement plans in the United States, Fidelity plays a critical role in carrying out our mission to serve clients.

FIDELITY BY THE NUMBERS

When you do well, we do well. As a privately held company, we use our investor mindset to make sound judgements for the long term for our customers and our business.

MILLION

Individual Investors

TRILLION

Total discretionary assets

MILLION

Daily average trades

TRILLION

Assets under administration

As of June 2022

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We’re ready to get invested - in you. Let’s create a plan that is perfectly suited to your personal goals. It all starts with a meeting to learn more about what means the most to you.