Advisor at Riverbend Wealth Management, LLC
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Firm
Riverbend Wealth Management, LLC
Location
Myrtle Beach, SC 29577
Credentials
CFP®, Series 66
Industry experience
28 years
Jeremy Finger is a CFP® with 28 years of experience in the financial services industry. He is currently with Riverbend Wealth Management, LLC and has previously worked at Stratos Wealth Advisors, Bank of America, and Merrill Lynch. Outside of his advisory role, he engages in paid speaking on educational topics unrelated to investments. Riverbend Wealth Management, LLC serves individuals, trusts, estates, retirement plans, and business entities with personalized financial planning and discretionary portfolio management. The firm employs both internal and external asset-allocation models and manages approximately $233 million across 157 client relationships.
Based on Riverbend Wealth Management, LLC
Based on Riverbend Wealth Management, LLC
Fixed fee up to $10,000 for financial planning services
$0 - $250,000: 1.50% $250,001 - $500,000: 1.30% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.90% $4,000,001+: 0.80%
Up to $500/hour for financial planning services
Account minimum: $500,000 Fee-only: Financial planning services hourly fee up to $500/hour; fixed fee up to $10,000
1341 44 Th Avenue North, Suite 102
Myrtle Beach, SC 29577
South Carolina
Riverbend Wealth Management, LLC
2024 - Present (2 years)
Stratos Wealth Advisors, LLC
2019 - Present (7 years)
Bank Of America, N.A
2012 - 2019 (7 years)
Merrill
2012 - 2019 (7 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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