River Raisin Investment Partners, INC.

Fee-Only (% of Portfolio)

River Raisin Investment Partners (RRIP) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. RRIP creates an Investment Policy Statement for each client. RRIP primarily recommends ETFs but may also use mutual funds, fixed income securities, insurance products including annuities, equities, and treasury inflation protected bonds. RRIP requests authority to make trades without asking clients first.

Assets Under Management$120M
Clients374
Advisors2
Avg. per Client$320K
Avg. per Advisor$60M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

2 Advisors at this firm