White River Investments provides investment advice and portfolio management, tailoring its services to clients' individual needs and objectives. They offer discretionary portfolio management, where they make investment decisions without prior client approval. They also offer financial planning services, ranging from broad-based to single-subject planning, and wealth planning services for family office needs. White River Investments may invest client assets according to model portfolios developed by an unaffiliated investment manager.
Assets Under Management$23M
Clients39
Advisors1
Avg. per Client$580K
Avg. per Advisor$23M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Asset management fees are negotiable. Private equity fee is 0.20% on all assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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