Five Mile River Investment Management manages investment portfolios for high-net-worth individuals, families, and retirement accounts. They use a value-oriented, bottom-up approach, focusing on companies with strong cash flow and undervalued assets. They offer income, balanced, and growth strategies tailored to client objectives. Clients receive online access and quarterly reports.
Assets Under Management$82M
Clients96
Advisors3
Avg. per Client$860K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable with an account inception amount of $20,000,000 or greater.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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