Great River Financial

Great River Financial LLC is a limited liability company founded in April 2021, registered with the U.S. Securities and Exchange Commission. The firm specializes in providing investment management services, tailored to individual client needs, with a focus on continuous advice and portfolio management based on client goals and objectives. They offer financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goal identification, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. Clients may impose reasonable restrictions on investments, and the firm does not participate in wrap fee programs. The minimum account size requirement is $250,000, and fees are based on a percentage of assets under management, with annual fees ranging from 1.00% to 0.10%. The firm does not offer performance-based fees or engage in side-by-side management. Great River Financial LLC acts as a fiduciary, ensuring the best interests of clients are prioritized. Clients have the option to choose their custodian, and the firm has discretionary authority over investment decisions, with clients able to impose restrictions. The firm does not vote client securities, and clients are responsible for proxy voting. Great River Financial LLC has no financial commitments impairing its ability to meet obligations.