Riverway Asset Management (RAM) offers portfolio management and financial planning services to individuals, trusts, estates, foundations, retirement plans, charitable organizations, and business entities. Financial planning covers investment analysis, risk management, retirement planning, education funding, and estate planning. RAM uses proprietary funds and portfolios created by SEI Investment Company for investing client funds. RAM does not have authority to make trades without asking first.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for asset allocation portfolios over $5.0 million or for client’s where specialized investment services are needed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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