Jacksonville Financial

Services Pricing

At Riverplace Capital, our financial services pricing is competitive, falling within the mid-range for Registered Investment Advisory fees. Our Management Fee stands at 1.25% annually, billed quarterly in advance. Payment can be made directly or set up for automatic deduction from an account. We offer potential discounts based on the size of the investment, and the fees can be aggregated for multiple accounts. Typically, our accounts are held with either Charles Schwab or your custodian of choice, if applicable. Transaction costs are the responsibility of the account holder, but we've secured low negotiated rates. Given our infrequent trading activity, these costs remain minimal.

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All-Inclusive Wealth Management

In exchange for this fee, you receive from us the following services free of charge:

Initial Financial Consultation

Financial Planning ($1,500 Value)

Regular Face-to-Face Meetings

Trusted Advice Financial Advice & More

Quarterly Financial Portfolio Performance Report

24/7 Access to Account

Financial Account Minimums & Rate Scale

Our dedication lies in ensuring wealth management is within reach for everyone, welcoming accounts with a $100,000 minimum. While most wealth management firms demand a minimum of $500,000, we prioritize accessibility to financial management for a broader spectrum of individuals. We understand that investing can be instrumental in achieving seemingly unattainable goals and eagerly embrace the chance to initiate you into the journey of lifelong investing.

Aggregate Assets Under Management

Annual Fee Percentage

$2,000,000 and Below

1.25%

$2,000,000 and Above

1%

*The minimum annual fee is $1,250 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.

Home of the Lonely Bull

At Riverplace Capital, we approach fiduciary planning, family wealth management, and investment management with expertise and piercing insight. Executive Chairman, Peter Bower, founded Riverplace Capital in 1998 with a vision of financial handling for small business owners, family estates, individual investors, and financially forward thinkers. Now, after over 25 years of fulfilling that vision, our clients enjoy the confidence that comes from our experience.

Our philosophy has always been to approach financial and investment management with the tenacity and integrity of a lone bull, standing apart from the herd. We’re unafraid to go against the grain to find a unique financial strategy and perspective. We offer concierge wealth management backed by our experience and over 100 years of collective insight.

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25 Years of Riverplace Capital | Jacksonville Financial Services Pricing