Riverview Research is an independent consulting firm offering personalized services to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and corporations. They act as an investment office for clients, providing investment strategies, asset allocation, manager selection, risk management, and implementation. Riverview Research also offers consulting services to defined contribution plans.
Fee Structure
Riverview Research offers private wealth management and outsourced Chief Investment Officer (CIO) consulting services for an annual fee. The fee is based on the amount of your assets and the complexity of the services provided. Fees range from $20,000 to $250,000 per year, billed quarterly in advance. This fee does not include investment manager fees, transaction costs, or custodial fees.