Riverpoint Wealth Management offers asset management, recommends third-party investment managers, and provides financial planning and consulting to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Financial planning covers cash management, risk management, insurance, education funding, retirement, estate, tax, and capital needs planning. Riverpoint may recommend third-party investment managers available through LPL & Schwab.
Fee Structure
Riverpoint Wealth Management's fee for managing your investments as part of their Comprehensive Portfolio Management Service is a percentage of the value of your investments, up to 1.35% per year. There is a $250,000 minimum account size, but this may be negotiable. Riverpoint will refund clients on a quarterly basis for any transaction fees incurred for the purchase and sale of securities products.