RiverCrest Investment Advisors (RIA) provides investment management services, making investment decisions for clients based on their individual risk tolerance and financial goals. RIA uses an active management approach, seeking value across different asset classes and geographies. RIA aims to understand each client's unique circumstances before advising on asset allocation and investment products, providing ongoing portfolio monitoring and reporting.
Fee Structure
RiverCrest Investment Advisors charges a percentage of your portfolio's value each year. The exact percentage depends on the size of your portfolio:
- $200,000 to $500,000: 2% - 2.75%
- $500,001 to $10,000,000: 0.50% to 2%
- $10,000,000 and beyond: 0.25% to 0.75%
These fees are calculated daily and deducted monthly. Brokerage, custody, and other transaction fees are charged separately. RiverCrest currently intends to charge no more than 1% annually.