COLONIAL RIVER WEALTH MANAGEMENT LLC
Midlothian, Virginia
5.0
3 Reviews
Colonial River Wealth Management LLC, based out of Midlothian, VA, is a prominent local investment advisory firm with a solid reputation. With over 1,190 individual clients and a staggering $586,479,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm boasts seven offices strategically located to cater to their clients' diverse needs. Their expertise lies in managing employer 401Ks and individual portfolios, with approximately half of their assets under management coming from these sources. Moreover, an impressive 56% of the assets they handle are under discreti...
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Assets Under Mgmt

$586.48M

Investment Professionals

13

Locations

6

% 401K & Individual

60%

% Discretionary

56%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
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