Riverland Wealth Management provides investment advice and financial planning to individuals, high net-worth individuals, charitable organizations, and businesses. The firm offers investment management services on a discretionary basis, and financial planning services on a project basis. Riverland Wealth Management is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$53M
Clients319
Advisors2
Avg. per Client$170K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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