RIBERA Investment Management, located in Alameda, CA, offers investment advice and portfolio management. They aim to create balanced portfolios to achieve beneficial performance while reducing risk. They primarily use no-load and load-waived mutual funds, but also manage portfolios with ETFs, preferred stock, CDs, individual stocks, and bonds. Investment advice is tailored to each client.
Assets Under Management$61M
Clients72
Advisors1
Avg. per Client$850K
Avg. per Advisor$61M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts above $5 Million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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