New River Investments offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client to guide investment selection. NRI primarily invests in mutual funds, equities, bonds, and other securities to diversify portfolios. They may request authority to make trades without asking first.
Assets Under Management$46M
Clients56
Advisors3
Avg. per Client$820K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable. Lower fees for comparable services may be available from other sources. Fixed Income/Passive Accounts: 1.00%. Part Fixed/Part Actively Managed Accounts: 0.50% - 1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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