RiverPath Investments offers investment advice to individuals and other clients. They create tailored portfolios of stocks, bonds, exchange traded funds, and other securities based on client needs and goals. RiverPath also provides retirement plan consulting services to employer plan sponsors, assisting with establishing, monitoring, and reviewing retirement plans.
Assets Under Management$360M
Clients232
Advisors5
Avg. per Client$1.6M
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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