Rival Capital Management offers investment advice tailored to clients’ needs and goals. This includes reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Rival Capital Management also provides project-based financial planning consulting services, which may include risk assessment, investment planning, estate planning, and financial organization. Managed accounts are available to individuals and high net worth individuals.
Assets Under Management$2.7M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...