Hyco River Investments, Incorporated

Fee-Only (% of Portfolio)

Hyco River Investments, Incorporated is a registered investment advisor based in Arlington, Virginia, founded and owned by Dante Desiderio. Hyco River Investments offers ongoing investment management for publicly traded securities held at qualified custodians, as well as advisory oversight for held-away or privately held assets such as employer-sponsored retirement plans, annuities, and alternative investments. The firm tailors its services to each client's specific financial goals, time horizon, and risk tolerance, employing strategies that focus on long-term investing, fundamental analysis, and periodic rebalancing. Hyco River Investments acts as a fiduciary, legally required to put client interests first. In addition to individual clients, the firm serves high net worth individuals, trusts, estates, pension plans, corporations, and other business entities. Hyco River Investments does not impose a minimum account size for its services.

Assets Under Management$170M
Clients1
Advisors2
Avg. per Client$170M
Avg. per Advisor$84M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are up to 1.50% annually, calculated on average daily market value and billed monthly in arrears. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm