Riverside Capital Wealth offers investment management services, creating customized portfolios of low-cost, diversified mutual funds and exchange-traded funds (ETFs) based on client goals, risk tolerance, and financial situation. RCW may also use individual stocks, bonds, and options. Clients may have a financial plan completed at no additional cost, including a review of wills, estate plans, investments, taxes, qualified plans, insurance, retirement income, Social Security, and college planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).