Rivetti Investment Services offers investment management based on individual client goals and financial planning services. Financial planning can be comprehensive or focused on specific areas like retirement or college funding. Rivetti Investment Services may also direct clients to other registered investment advisors for asset management.
Assets Under Management$6.4M
Clients39
Advisors1
Avg. per Client$160K
Avg. per Advisor$6.4M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.55% |
Fees may be negotiable. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...