RiverCities Asset Management provides ongoing investment advice based on your individual needs. They create and manage a portfolio based on your goals, time horizon, and risk tolerance. They manage accounts with the goal of capital appreciation, growth, or income, while also considering tax implications. They also offer pension consulting services to individuals, trusts, estates, and charitable organizations.
Assets Under Management$66M
Clients183
Advisors1
Avg. per Client$360K
Avg. per Advisor$66M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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