Riverplace Capital Management is a registered investment advisor based in Jacksonville, Florida, offering personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and businesses. Riverplace Capital Management operates as a fee-only firm, meaning they do not accept commissions, finder's fees, or financial product sales incentives. The firm builds dynamic asset allocation strategies tailored to each client's individual goals, risk tolerance, and profile, utilizing ongoing reviews and adjustments. In addition to managing investments, Riverplace Capital Management provides occasional advice on financial planning, tax issues, and estate planning through consultations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable. The minimum annual fee is $1,250.