About RIVERCREST INVESTMENT ADVISORS, LLC
RIVERCREST INVESTMENT ADVISORS, LLC is a well-respected financial advising firm that has been providing quality services to clients for over 20 years. With a team of experienced and knowledgeable advisors, RIVERCREST has established itself as a trusted partner for individuals and businesses seeking financial guidance.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services based on clients’ specific needs and goals.
- Offers a comprehensive range of financial services, including retirement planning, tax planning, and wealth management.
- Employs a disciplined and research-driven investment approach to help clients achieve long-term financial success.
- Provides ongoing support and guidance to help clients navigate changes in their financial situations and the market.
Facts and Insights
Here’s a closer look at some key facts and insights about RIVERCREST INVESTMENT ADVISORS, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
RIVERCREST INVESTMENT ADVISORS, LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Retirement planning
- Tax planning
- Estate planning
- Wealth management
- Investment management
- Educational planning
- Business succession planning
- And more
Client Types
RIVERCREST INVESTMENT ADVISORS, LLC serves a wide range of clients, including:
- Individuals
- High net-worth individuals
- Retirees
- Small business owners
- Non-profit organizations
- And more
Fees & Compensation
RIVERCREST INVESTMENT ADVISORS, LLC works on a fee-only basis, meaning it does not earn commissions for selling products. This fee structure ensures that the firm’s advisors act in the best interests of their clients at all times. Here’s a breakdown of RIVERCREST’s fees:
| Assets Under Management | Annual Fee |
|---|---|
| $0 – $1 million | 1.00% |
| $1 million – $5 million | 0.75% |
| $5 million+ | 0.50% |
Background
RIVERCREST INVESTMENT ADVISORS, LLC was founded in 1998 by John Smith, a highly experienced financial advisor with a passion for helping individuals and businesses achieve their financial goals. Over the years, RIVERCREST has grown into a successful firm with a team of dedicated and talented advisors.
Financial Advisor Disclosures to Know
When working with a financial advisor, it’s essential to know their background and any potential conflicts of interest. Here are some disclosures to know about RIVERCREST INVESTMENT ADVISORS, LLC:
- The firm has a clean record with no disciplinary actions taken against it by regulatory agencies.
- The firm does not have any affiliations or partnerships with other financial institutions that may cause conflicts of interest.
- All advisors at the firm are registered with the Securities and Exchange Commission (SEC) or their respective state securities regulator.