RiversEdge Advisors provides investment management and financial planning services tailored to individuals, high net worth individuals, families, trusts, estates, businesses, retirement plans, and insurance companies. Investment management utilizes ETFs, mutual funds, and individual securities. Financial planning covers investment, retirement, education, insurance, and estate planning. RiversEdge Advisors may recommend unaffiliated investment managers and receives a fee share.
Fee Structure
RiversEdge Advisors' investment advisory fee is tailored to each client and can range up to 2.50% per year. This fee applies to both discretionary and non-discretionary assets. Clients receiving financial planning and consulting services may be subject to an extra fee, either added to the advisory fee or billed separately. All fee arrangements are negotiable. The advisory fee includes held-away account services through the Pontera online platform. Fees are calculated based on the daily average balance, except for accounts with Independent Managers, where fees are based on the value as of the last business day of the quarter.