Rivertree Wealth manages investment portfolios and provides personalized financial planning for individuals and families. Rivertree Wealth creates tailored investment portfolios using mutual funds, exchange-traded funds, stocks, and bonds based on each client's individual goals, risk tolerance, and time horizon. Rivertree Wealth also offers comprehensive financial planning covering retirement, taxes, estate planning, cash flow, insurance, and education savings. Rivertree Wealth is owned by Jacob Duke and operates in Little Rock, Arkansas.
Assets Under Management$140M
Clients167
Advisors4
Avg. per Client$860K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable. Subject to an annual minimum fee of $12,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...