Riverbend Planning Group (RPG) provides investment advice and financial planning services. RPG offers asset allocation and portfolio monitoring on a discretionary or non-discretionary basis. RPG also provides financial planning services including personal finance, risk management, employee benefit planning, income tax planning, retirement planning, and estate planning. RPG does not maintain custody of client funds.
Assets Under Management$37M
Clients42
Advisors1
Avg. per Client$890K
Avg. per Advisor$37M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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