Riverland Wealth Management offers continuous investment management and project-based financial planning for individuals, families, businesses, and charitable organizations. The firm builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and can also advise on alternative investments and Charles Schwab education savings plans. Riverland Wealth Management acts as a registered investment advisor legally required to act in your best interest, charging clients based on a percentage of the value of their portfolio or an hourly rate for planning projects, with no account minimum required.
Assets Under Management$53M
Clients319
Advisors2
Avg. per Client$170K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable. Education savings plans are charged a flat $5 per account monthly.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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