RiverFront Investment Group manages investment portfolios for clients through wrap fee programs offered by brokerage and advisory firms. RiverFront offers model portfolios and custom portfolio solutions tailored to individual client needs. RiverFront also sub-advises certain exchange-traded funds (ETFs).
Assets Under Management$1.2B
Clients977
Advisors26
Avg. per Client$1.2M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
RiverFront Investment Group manages investments through wrap fee programs. Clients pay an asset-based fee to the brokerage firm, which then pays RiverFront. RiverFront's fees typically do not exceed 0.50% per year for Advantage and ETF Advantage accounts, and 0.45% for UMA/MDP accounts. RiverFront does not earn an account-level fee for RiverShares model portfolios. Custom Portfolio Solutions fees typically do not exceed 0.50% per year.
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Location
26 Advisors at this firm
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