Riversedge Advisors
Assets Under Management
$708.4M
Number of Clients
427
Number of Advisors
7
Average Client AUM
$1.7M
AUM per Advisor
$101.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
RiversEdge Advisors offers tailored investment management and financial planning services. They use modern portfolio theory, primarily investing in ETFs, mutual funds, and individual securities. They may recommend unaffiliated investment managers. They also provide retirement plan advisory services and access to the UPTIQ platform.
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
Location
600 N King St, Suite 200, Wilmington, DE, 19801