Rivermax Financial Planning provides personalized investment management and financial planning services for individuals and high-net-worth clients. The firm constructs tailored portfolios using a mix of active and passive strategies, mutual funds, exchange-traded funds, individual securities, and other assets based on each client's specific goals and risk tolerance. Rivermax Financial Planning holds discretionary authority to trade accounts without prior permission and operates as a fiduciary for retirement accounts. In addition to investment management, the firm offers comprehensive financial planning covering retirement, business consulting, cash flow and debt management, college savings, employee benefits, estate planning, insurance, tax strategies, and risk management. Services are delivered through ongoing relationships or one-time project engagements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Fees are generally negotiable.