Riverwest Financial offers wealth management services, including investment management and financial planning, to individuals and high net worth individuals. Riverwest creates customized investment strategies using exchange-traded funds, mutual funds, and individual securities. Financial planning services cover areas like retirement, education, and personal savings. Riverwest acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.75% |
| $250K - $500K | 0.50% |
| $500K - $750K | 0.45% |
| $750K - $1.5M | 0.40% |
| $1.5M+ | 0.35% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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