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Ralph Manna

16 Years of Experience
Camp Hill, PA

Ralph Manna is a registered investment advisor at River Wealth Advisors LLC, based in Camp Hill, PA, with 16 years of industry experience. Ralph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 857 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
857 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.3B

Fee Structure

Planning is included in investment management (also available separately)

River Wealth Advisors charges an annual fee based on a percentage of the assets they manage. This fee is negotiable and can be up to 1.25% depending on the size and complexity of your portfolio. The fee is calculated each quarter based on the market value of your investments on the last day of the previous quarter.

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Location

100 Corporate Center Drive, Suite 102, Camp Hill, PA, 17011

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
River Wealth Advisors LLC
April 2019 - Present · 7 yrs
Previous Registrations
Roof Advisory Group, INC.
March 2009 - April 2019 · 10 yrs 1 mo
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ralph Manna - Financial Advisor | TrueAdvisor