RiverPath Investments manages investment portfolios and offers retirement plan consulting for individuals, high-net-worth families, businesses, and retirement plans. RiverPath Investments builds personalized portfolios using stocks, bonds, exchange-traded funds, options, and mutual funds, continuously monitoring and rebalancing accounts to match client goals. Dan Weiler wholly owns and operates the firm, which operates with a legal obligation to act in clients' best interests.
Assets Under Management$360M
Clients232
Advisors5
Avg. per Client$1.6M
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable. Billed quarterly in arrears based on account value on the last day of the quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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