Riverstone Advisors provides customized wealth management solutions, family office services, and investment consulting for individuals, high-net-worth individuals, trusts, estates, charitable organizations, and business entities. Riverstone Advisors begins relationships by discussing client goals and risk tolerance, then builds diversified portfolios using stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. Riverstone Advisors also offers family office services for clients with at least $20 million in investable assets, covering complex generational estate planning, family governance, business liquidity planning, philanthropic execution, bill pay services, and private real estate services. Additionally, Riverstone Advisors provides standalone investment consulting covering areas such as retirement planning, tax planning, insurance planning, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable at the sole discretion of Riverstone Advisors. Fees take into aggregate consideration all assets under management with Riverstone Advisors.