River Street Advisors (RSA) is an asset management and financial planning firm. RSA creates diversified investment portfolios using individual securities, mutual funds, and exchange-traded funds. RSA also offers financial planning services, ranging from broad-based planning to single-subject consultations. RSA takes into account a client's personal financial circumstances, investment objectives, and risk tolerance.
Assets Under Management$540M
Clients492
Advisors10
Avg. per Client$1.1M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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