Riverwood Capital Advisors specializes in managing individual investment accounts for high-net-worth clients. Riverwood creates custom portfolios based on each client's needs, considering their risk tolerance and income requirements. Riverwood manages investments in stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Riverwood has the authority to make investment decisions for clients.
Assets Under Management$25M
Clients64
Advisors1
Avg. per Client$390K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.00% |
Fees in excess of $1 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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