Rivetti Investment Services, LLC offers personalized investment management and financial planning services to help clients reach their long-term financial goals. The firm builds customized investment portfolios using mutual funds and exchange-traded funds, tailored to each client's specific goals, time horizon, and comfort with risk. In addition to managing investments, Rivetti Investment Services, LLC provides comprehensive or modular financial planning covering cash flow analysis, debt management, retirement planning, college funding, insurance reviews, and estate planning. The firm also offers pension consulting services for retirement plans. Rivetti Investment Services, LLC operates as a registered investment advisor legally required to act in your best interest when advising on retirement accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.55% |
Fees are negotiable based on client complexity, assets, and other factors. Discounts may be offered to family and friends.