Rcw Management, LLC

River City Wealth Management, also known as RCW Management, LLC, operating as River City Wealth Management, is a financial advisory firm located in Jacksonville, FL. Established in 2021, the firm is led by owner Michelle Lynn Barron, a Certified Financial Planner (CFP®) with extensive experience dating back to 2009. The firm specializes in providing comprehensive financial planning and wealth management services to individuals, professionals, business owners, retirement plans, and businesses. As a registered investment adviser, River City Wealth Management acts as a fiduciary, obligated to act in the best interest of its clients. The firm offers discretionary wealth management services, tailoring investment strategies to each client's risk tolerance, time horizon, and investment objectives. Clients can expect long-term focused investment strategies, including a mix of stocks, bonds, mutual funds, ETFs, and other securities. River City Wealth Management also provides financial planning services to assist clients in long-term goal planning. For investment management, clients enter into a Wealth Management Agreement with fees typically ranging from 1.00% to 1.50% annually. Financial planning services are offered at an hourly fee ranging from $250 to $500. The firm does not charge performance-based fees and serves a diverse client base without minimum account values. River City Wealth Management does not accept proxy voting authority and provides investment discretion to make decisions on behalf of clients. The firm does not have any disciplinary events to report and maintains custody safeguards in accordance with regulatory requirements. As of February 6, 2025, the firm had $151,679,313 in discretionary regulatory assets under management. Clients are encouraged to review the full brochure for detailed information.