Theodore Rich is a registered investment advisor at Rivertree Advisors, LLC, based in Winter Park, FL, with 23 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 108 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.25% |
RiverTree may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Location
941 West Morse Boulevard, Suite 100, Winter Park, FL, 32789
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rivertree Advisors, LLC
Previous Registrations
Vinoy Capital, LLC
State Registrations3 states
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