RiverTree Advisors provides investment management, financial planning, and consulting services to individuals, high net worth individuals, trusts, estates, and businesses. RiverTree manages investment portfolios using a mix of exchange-traded funds, mutual funds, and individual securities. Financial planning services include business planning, cash flow forecasting, retirement planning, estate planning, and insurance needs analysis.
Assets Under Management$180M
Clients108
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.25% |
RiverTree may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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