Park River Advisors offers investment advisory and financial planning services. They manage portfolios based on client objectives, using a tactical allocation strategy to reduce risk and increase performance. They may use various securities, mutual funds, and options. Financial planning services are offered on a fixed-fee basis, including portfolio customization, investment advice, insurance analysis, budgeting, and retirement planning. They also provide investment consulting services.
Assets Under Management$45M
Clients38
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts exceeding $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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