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The fee is billed in arrears and is negotiable.","source":"RIVERSEDGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 8 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does RiversEdge Advisors use?","answer":"RiversEdge Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $715M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does RiversEdge Advisors have?","answer":"RiversEdge Advisors has 11 investment adviser representatives registered with state securities authorities, out of 19 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does RiversEdge Advisors invest in?","answer":"At the end of its last fiscal year, RiversEdge Advisors’ separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 4% cash and equivalents, 2% state and local bonds, 2% other and 1% investment grade corporate bonds. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}