B. Riley Wealth Advisors offers a variety of investment advisory programs and financial planning services designed to accommodate diverse investment objectives. The registered investment advisor provides access to professional third-party money managers, proprietary asset allocation models, and advisor-managed portfolios. Clients can choose between wrap-fee programs, where trading costs are bundled into the advisory fee, and non-wrap programs, where transaction costs are paid separately to the custodian. B. Riley Wealth Advisors tailors its strategies based on individual risk tolerance, time horizon, and financial goals, serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Maximum annual fee rates shown. Rates vary depending on whether transaction fees are bundled (wrap) or paid separately (non-wrap). Fees are negotiable.