Rivertree Wealth offers investment management where they make investment decisions for clients based on their financial situation and goals. They also offer financial planning, covering topics like retirement, education savings, and tax planning. Clients can choose to implement Rivertree Wealth's recommendations themselves.
Assets Under Management$140M
Clients167
Advisors3
Avg. per Client$860K
Avg. per Advisor$48M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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