Park River Advisors manages investment portfolios and offers comprehensive financial planning for individuals, families, trusts, and businesses. Park River Advisors builds custom portfolios using a tactical allocation strategy to reduce risk and pursue performance, investing across stocks, bonds, mutual funds, and options. In addition to ongoing portfolio management, Park River Advisors offers fixed-fee financial planning covering retirement, taxes, estate planning, and insurance, as well as investment consulting services for individuals and institutions.
Assets Under Management$45M
Clients38
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees for accounts over $5 million are negotiable. Park River Advisors also offers fixed annual management fees ranging from $2,500 to $10,000 at the advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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