Advisor at Riverbend Wealth Management, LLC
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Firm
Riverbend Wealth Management, LLC
Location
Myrtle Beach, SC 29577
Credentials
Series 65
Industry experience
4 years
Paul Saunders is a financial advisor at Riverbend Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Stratos Wealth Advisors, LLC and Thompson Creek Window Company. Outside of his advisory role, Saunders is the CEO and owner of Force Field Finance LLC, an online education company focused on personal finance for young adults. Riverbend Wealth Management provides individualized financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $233 million across about 157 client relationships and employs both internal and external asset-allocation models, often utilizing Fidelity’s Managed Account Xchange and Separate Account Network.
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
2022 - Present (4 years)
Force Field Finance LLC
2020 - Present (6 years)
Thompson Creek Window Company
2018 - 2020 (2 years)
Unemployed
2017 - 2018 (1 year)
Choice Home Warranty
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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