Riverbridge

Fee-Only (% of Portfolio)

Riverbridge Partners offers investment management services to institutions, investment companies, pooled investment vehicles, individuals, and advisors. They focus on growth equity investments, seeking high-quality companies with diversified earnings and sustainable competitive advantages. Riverbridge also provides investment-related advisory services, such as investment consulting and financial planning-related issues, but does not act as an attorney, accountant, or insurance agent.

Assets Under Management$6.9B
Clients4,421
Advisors13
Avg. per Client$1.6M
Avg. per Advisor$530M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be lower based on various factors, including institutional clients, anticipated future assets, dollar amount of assets, related accounts, account composition, and negotiations.

Fee Estimator
Your Portfolio Value
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Location

13 Advisors at this firm

Riverbridge | TrueAdvisor