Featured Business Financial Advisor in Jacksonville, FL
Jacksonville Financial Advisors
River Capital Advisors, L.C
5011 Gate Parkway, Building 100, Suite 300
Jacksonville, FL 32256
Phone Number
“Financial professionals dedicated to serving your interests.”
Advisor Profile
Edward P. Schmitzer
Name:  Edward P. Schmitzer
Website:  Visit Website
Disclaimer
http://www.rcawealth.com/disclaimer/

About River Capital Advisors, L.C

Since 1998, River Capital Advisors, L.C. has been a financial fiduciary, which means that we are legally bound to act in your best interest. We have no proprietary products and are not affiliated, in any way, with the investment managers, custodians, or insurance companies that we may recommend to you. Our fee-only compensation structure means that we are objective and put your best interests first, every time. We are proud to be members of The National Association of Personal Financial Advisors (NAPFA), an organization consisting of highly trained financial advisors who are committed to working in the best interest of those they serve.

River Capital Advisors, L.C. was founded in 1998 and is a subsidiary of Smoak, Davis & Nixon, LLP, one of the Southeast's oldest and most respected CPA firms, since 1924. We are located in Jacksonville, FL. We are registered with the SEC as an independent, registered investment advisory firm. We were born out of a desire to help individuals in all aspects of their financial lives. Our team of CERTIFIED FINANCIAL PLANNER? and Certified Public Accountant professionals are dedicated to helping you achieve financial success.
 

General Information

CRD#:    3009737
Firm CRD#:    133706
Name of Broker/Dealer:    Not applicable, we are fee-only
Name of Custodial Firm:    Schwab
States Licensed in:    Federally Registered RIA
States Willing to do Business in:    Atlantic Beach,Green Cove Springs,Jacksonville,Jacksonville Beach,Middleburg,Neptune Beach,Orange Park,Penney Farms,Ponte Vedra Beach,Saint Augustine,Saint Johns
Years of Experience in Financial Services:    33
Number of Years with Current Firm:    21
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks, Annuities
I can meet clients in the following ways:    At my office, Via phone, Via email, At your office, At your home
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Public Accountant (CPA), Personal Financial Specialist (PFS)
Securities Licenses:    Series 65
Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), AICPA Personal Financial Planning Division, American Institute of Certified Public Accountants (AICPA), Paladin Registry
 

Firm Information

Firm's Number of Clients:    174
Firm's Number of Planning Clients:    174
Firm's Number of Managed Clients:    174
Assets Managed by Firm:    $189 Million
Assets Managed by Advisor:    $189 Million
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $100K-$500K
Compensation Methods:    Based on Assets, Hourly, Flat Fee
Fee % Based on Assets:    0.50-1.25
Additional Details on Charges:    We have a full range of services to meet the needs of your family. Our services range from full financial planning and wealth management (minimum managed portfolio balance of $500,000) to streamlined planning services (minimum managed portfolio balance of $100,000) to as needed planning (including hourly services).
 
 
 
Prepared By: Edward P. Schmitzer
 
 
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