Riverview Asset Management offers investment advice tailored to meet clients' needs and investment objectives. They provide discretionary portfolio management services, determining specific securities to buy or sell without prior approval. In limited cases, non-discretionary services are offered, requiring client approval for each transaction. They advise on various investments, including certificates of deposit, stocks, bonds, and ETFs. They do not participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee ranges from 0.75% to 1.25% depending on the market value of your assets under management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. Fee is negotiable.