River Tree Capital Management offers investment advisory services, primarily portfolio management on a discretionary basis. They create personalized Investment Policy Statements for each client, using equity securities, warrants, corporate debt, ETFs, mutual funds, and U.S. government securities. River Tree monitors portfolio performance and rebalances as needed based on market conditions and client circumstances.
Assets Under Management$26M
Clients20
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$700K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Portfolio management fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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