David Bach is a registered investment advisor at River Street Advisors, LLC, based in Aurora, IL, with 7 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 492 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. At RSA's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
37 S. River Street, Aurora, IL, 60506
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Regulatory History
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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David works as a Wealth Compliance & Internal Control Officer for the Wealth Management Department at Old Second National Bank. River Street Advisors is a subsidiary of the bank, and this role takes up nearly all of David's time.
Employment History
Current Registrations
River Street Advisors, LLC
State Registrations1 state
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