Riverflow Wealth Management offers investment advice and financial planning services. They manage investment portfolios using stocks, bonds, exchange traded funds, options, and mutual funds. Financial planning covers retirement, estate, tax, education, and insurance. They tailor investment advice to individual client needs and review portfolios quarterly.
Assets Under Management$11M
Clients84
Advisors1
Avg. per Client$130K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.10% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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