Fee Schedule
Straightforward and Transparent Pricing:
Our fee structure reflects principles of the firm:
- There is only one fee paid by clients, which is clear, and clients will never be charged nuisance or other fees
- Our interests are aligned with our clients, so that advice is always in a client’s best interest, to fulfill our role as a fiduciary
- 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% |
LEARN HOW RIVER’S EDGE ADDS VALUE TO YOUR INVESTMENT
Personalized Service & Proactive Advice
Not only do we implement plans and portfolios specific to each client, but we go deeper than that. We want to get down to the real goals, motivators, and real-life reasons we are planning. We'll make sure the team keeps in mind your family, your lifestyle, and of course the ideal end-of-the-tunnel we're aiming for. By only making necessary, forward-thinking adjustments, we help your peace of mind and your end result stay top priority.