Five Rivers Financial Advisors (FRFA) manages investment portfolios and offers financial planning services. FRFA creates personalized investment plans based on your goals, risk tolerance, and financial situation. They manage accounts with or without discretion, meaning they can make trades for you or require your approval first. Financial planning covers areas like taxes, retirement, investments, and estate planning. FRFA also provides consulting services on specific financial topics.
Assets Under Management$53M
Clients114
Advisors2
Avg. per Client$460K
Avg. per Advisor$26M
www.linkedin.com/company/five-rivers-financial-... ·www.fiveriversfinancial.com ·www.facebook.com/fiveriversfinancial
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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