Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees are based on a percentage of assets under management and/or advisement, and can range up to 2.50% per year. Financial planning fees can be charged on a fixed fee basis (up to $20,000), hourly rate basis (up to $1,000 per hour), or as a percentage per annum (up to 0.25%). All fee arrangements are negotiable. Clients receiving both financial planning and investment advisory services may be subject to an extra fee.
Areas of Practice
Advisor Information
Office location
600 N King St, Suite 200, Wilmington, DE, 19801
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Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Brian is a partner at Riversedge Advisors LLC, focusing on financial planning and investment management, dedicating about a quarter of his time. He also owns rental property and acts as an independent insurance agent for various companies, spending minimal time on these activities, and is a partner at RiversEdge Business Services dba RiversEdge Tax & Advisory.