Great River Financial LLC manages individually tailored investment portfolios and provides financial planning for individuals and families. Great River Financial builds diversified portfolios using exchange-traded funds and mutual funds based on each client's specific goals, risk tolerance, and time horizon. The firm's advisory services typically bundle investment management and financial planning together. Financial planning covers a broad range of topics, including retirement planning, tax strategies, estate planning, cash flow and debt management, business planning, employee benefits optimization, insurance review, education funding, and risk management. Great River Financial also offers management for accounts held away from their recommended custodian through a third-party service, as well as hourly financial planning engagements for limited-scope projects.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.10% |
Fees are calculated as a blended rate based on household assets and paid monthly in arrears. Held away accounts incur an additional 0.30% platform fee. Fees may be negotiable in certain cases.
