Riverchase Wealth Management (RWM) provides financial planning, investment management, and retirement plan consulting services. Financial planning covers cash flow, investments, taxes, insurance, retirement, education, and estate planning. Investment management is tailored to individual client goals and risk tolerance. RWM also offers retirement plan consulting to employer plan sponsors. RWM requires clients to use Charles Schwab as their custodian for brokerage accounts.
Assets Under Management$210M
Clients126
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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