Bridgeriver Advisors offers custom-tailored investment advice to meet the individual needs and investment objectives of its clients. Bridgeriver creates a customized portfolio for each client through a series of personal interviews and monitors the portfolio as market conditions and client circumstances change. Clients must authorize all trades before they are executed.
Assets Under Management$70M
Clients200
Advisors2
Avg. per Client$350K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
The fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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