Three Rivers Executive Consulting, LLC offers tailored investment advice and portfolio management services. They require discretionary authority to manage client accounts, allowing them to make trades without prior approval. They also offer financial planning services, creating written plans based on client financial situations and goals. Clients are not obligated to act on their recommendations or implement the plan through them.
Assets Under Management$67M
Clients125
Advisors1
Avg. per Client$540K
Avg. per Advisor$67M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $250K | 1.15% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are negotiable and may vary based on factors such as assets under management, portfolio composition, and servicing needs.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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