River's Edge Wealth Management provides ongoing investment advice and portfolio management tailored to individual client needs. They also offer financial planning services covering areas like retirement, tax, and estate planning. As an independent firm, they source investment opportunities globally. They manage investments on a discretionary basis, monitoring portfolios and making adjustments as needed.
Assets Under Management$160M
Clients236
Advisors4
Avg. per Client$670K
Avg. per Advisor$39M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees may be negotiable. Direct indexing strategy accounts are subject to an additional asset management fee of up to 0.25%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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