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Colonial River Wealth Management LLC

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Total assets under management

$339,836,345

Total clients

1,034

12% high-net worth

Total advisors

8

of 16 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

129

Average account size

$328,662

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Fixed fees for financial planning services negotiated based on expected hours; annual retainers billed quarterly in advance.

Percentage

$25,000 - $249,999: 1.60% $250,000 - $499,999: 1.45% $500,000 - $749,999: 1.30% $750,000 - $1,249,999: 1.15% $1,250,000 - $4,999,999: 0.95% $5,000,000 - $9,999,999: 0.75% $10,000,000 - $24,999,999: 0.55% $25,000,000+: 0.35%

Commissions

Advisory persons registered with LPL Financial may earn commissions separately; insurance commissions also earned separately.

Project-based

Up to $550 per hour for financial planning services.

Other

Account minimum: $25,000

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Colonial River Wealth Management LLC

340 Browns Hill Court

Midlothian VA 23114, United States

Number of offices

7

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website (804) 335-1200

Advisors at this firm

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Devin G

Series 63, Series 65

Williamsburg, VA

Colonial River Wealth Management LLC
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Alex H

Series 63, Series 66

Midlothian, VA

Colonial River Wealth Management LLC
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Brian W

Series 66

Midlothian, VA

Colonial River Wealth Management LLC
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Alan D

CFP®, Series 63, Series 65

Midlothian, VA

Colonial River Wealth Management LLC
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Merrick B

Series 63, Series 65

Midlothian, VA

Colonial River Wealth Management LLC
user avatar

Catherine B

CFP®, Series 66

Midlothian, VA

Colonial River Wealth Management LLC
user avatar

Steven P

Series 63, Series 65

Midlothian, VA

Colonial River Wealth Management LLC
user avatar

John R

Series 63, Series 65

Midlothian, VA

Colonial River Wealth Management LLC
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