Riverplace Capital Management provides financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes and retirement, review insurance, and fund education. Riverplace Capital is a fee-only firm, meaning it doesn't accept commissions or fees from selling financial products.
Assets Under Management$240M
Clients159
Advisors5
Avg. per Client$1.5M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Minimum annual fee of $1,250. Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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