Allison Rickerson is a registered investment advisor at Riverstone Advisors, LLC, based in New Braunfels, TX, with 4 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 153 clients with $390M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
New Braunfels, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Allison is a part-owner of River Road Consulting, where she handles record-keeping and accounting. This non-investment related activity requires minimal time each month.
Employment History
Current Registrations
Riverstone Advisors, LLC
State Registrations1 state
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