Riverstone Advisors offers customized wealth management solutions, including in-depth financial profile reviews and ongoing investment management. They construct portfolios using stocks, bonds, mutual funds, and ETFs. Riverstone also provides family office services for high-net-worth clients and investment consulting services covering insurance, retirement, tax, and estate planning. They act as a fiduciary, prioritizing client interests and mitigating conflicts of interest.
Assets Under Management$390M
Clients153
Advisors4
Avg. per Client$2.6M
Avg. per Advisor$98M
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Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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