Edward Schmitzer, CPA, CFP®, PFS
Jacksonville, Florida, 32256
Member Since 2007
River Capital Advisors, L.C. is a fee-only registered investment advisory firm serving business owners, professionals, individuals, foundations, trusts and retirement plans throughout the Southeast. Our mission is to partner with our clients to provide honest, objective, independent and personalized investment and wealth management services to achieve their financial goals. We represent only our clients and will not impair our independence by accepting commissions. Our professional staff includes CPAs, CFPs, CFAs and a CIMA. We don\'t just invest your assets, we consider all aspects of your financial position, tax situation, estate planning and philanthropic goals. We will strive to be the best \"Chief Financial Officer\" for our clients!
My Location
Background Information
Years of Financial Experience
- 26
Education
- Fairleigh Dickinson University (BA Accounting)
Certifications and Designations
- CPA
- CFP®
- PFS
- Paladin
Association Memberships
- Financial Planning Association
- American Institute of Certified Public Accountants/Personal Financial Planning Division
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Schwab Institutional
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 133706
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: River Capital Advisors, L.C.
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Current Review, Personal Accounting & Bill Pay Services
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- Solutions not sales.
Tax Advice & Services
- Tax Clients: Individuals & Families, Businesses, Trusts, Estates
- Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing, Tax Preparation, IRS Audit Services
Visit Website - http://www.rcawealth.com
