Riverbend Capital Advisors offers investment management, primarily in municipal bonds and fixed-income securities, to high-net-worth individuals. They also provide financial consulting services, offering advice on various investments based on a client's goals and portfolio analysis. Riverbend does not offer financial planning services. For investment management clients, Riverbend makes investment decisions with client input. Financial consulting clients implement recommendations at their discretion.
Assets Under Management$820M
Clients216
Advisors3
Avg. per Client$3.8M
Avg. per Advisor$270M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.25% |
| $5.0M - $10.0M | 0.23% |
| $10.0M - $25.0M | 0.20% |
| $25M+ | 0.15% |
Fee is negotiable. Clients of certain advisors may have their fee charged on the average daily balance of their accounts in the current quarter, rather than on account values at the end of the quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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