Riverside Investment Management provides portfolio management services. At the beginning of the client relationship, Riverside discusses your investment experience, financial circumstances, and goals to develop a financial outline and investment plan. Riverside manages investment portfolios on a discretionary or non-discretionary basis, investing primarily in ETFs, mutual funds, common stocks, and CDs.
Assets Under Management$66M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Minimum annual fees may apply. Riverside may negotiate special fee arrangements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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