RiverGlades Family Offices provides investment advice and portfolio management to high-net-worth individuals, families, and endowments. RiverGlades creates personalized investment strategies based on each client's goals and risk tolerance. RiverGlades also offers services as an external Chief Investment Officer to other registered investment advisors and family offices, and provides consulting on specific projects.
Assets Under Management$190M
Clients87
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$97M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.65% |
Fees are generally negotiable. Client relationships in excess of $50 million are eligible to elect a flat annual fee subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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