River Glen Wealth Counselors

River Glen Wealth Counselors is a Registered Investment Adviser established in 2008, located in West Des Moines, Iowa. The firm, now owned by Mercer Global Advisors Inc., offers personalized wealth management services, acting as a fiduciary to act in the best interest of clients. Services include Financial and Tax Planning, Risk Planning, and Investment Planning, with fees based on assets under management, hourly rates, or fixed fees. The firm primarily recommends Exchange Traded Funds (ETFs) and offers financial planning modules covering budget analysis, retirement analysis, education analysis, insurance analysis, risk profile analysis, and basic estate planning analysis. River Glen Wealth Counselors manages $239,043,125 in client assets on a discretionary basis and $2,816,156 on a non-discretionary basis. The firm requires a minimum of $500,000 to open and maintain an advisory account, which may be waived based on client potential. Clients may grant discretionary authority for account management, with fees payable monthly or quarterly based on account value. The firm does not charge performance-based fees and offers services to individuals, pension plans, trusts, and more. River Glen Wealth Counselors does not have any disciplinary events to disclose and does not accept compensation from non-clients. Clients' funds and securities are held with a qualified custodian, and the firm does not have physical custody over client assets. The firm reviews accounts semi-annually and does not vote on client securities. River Glen Wealth Counselors prioritizes client privacy and maintains strict policies to safeguard personal information.