Advisor at River Street Advisors, LLC
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Firm
River Street Advisors, LLC
Location
Aurora, IL 60506
Credentials
Series 65
Industry experience
7 years
David Bach is a financial advisor at River Street Advisors, LLC in Aurora, Illinois, with seven years of industry experience. He holds a Series 65 designation and has been with River Street Advisors and Old Second National Bank since 2016, following a 20-year tenure at Old Second National Bank. In addition to his advisory role, he serves as the Wealth Compliance and Internal Control Officer for the Wealth Management Department at Old Second National Bank. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual, institutional, and charitable clients. The firm provides discretionary and non-discretionary portfolio management and financial planning, utilizing diversified portfolios and a combination of quantitative and fundamental analysis.
Based on River Street Advisors, LLC
$1,000 flat fee in advance for financial planning services if not bundled with portfolio management
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $5,000,000: 0.70% annually $5,000,001+: 0.50% annually
Account minimum: $250,000 Minimum fee: Implied minimum annual fee of $2,500 based on the $250,000 account minimum
37 S. River Street
Aurora, IL 60506
Illinois
River Street Advisors, LLC
2016 - Present (10 years)
Old Second National Bank
2016 - Present (10 years)
Old Second National Bank
1996 - 2016 (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Bank
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CPA, RICP®
Naperville, IL
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I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
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