Riverbridge Partners Review


Trust Score 79%
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Riverbridge Partners, federally registered in 2000, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 18 advisors. Riverbridge Partners manages $5.05 billion and provides investment advisory services for 2,905 clients (1:162 advisor/client ratio).

The fee schedules of Riverbridge Partners generally call for clients to pay an annual fee of less than 1.5% of assets under management.

Benefits


  • Firm has $1B or more in assets under management
  • Firm does not have a disciplinary history
  • Firm services over 1,000 clients
  • Firm uses a trusted custodian
  • Firm does not have an attorney conflict

Considerations


  • Firm has been federally registered for only 18 years
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Communications sent to the firm’s website are not secure and encrypted
  • There is only one licensed advisor for every 162 clients
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark


KEY
location_city Company Profile
pan_tool Disciplinary History
crop Conflicts of Interest


Managed Investing


Feature Value
Estimated Fees (Annual) N/A on a $0 portfolio
Annual Management Fee Notes The fee schedules of Riverbridge Partners generally call for clients to pay an annual fee of less than 1.5% of assets under management.
Minimum Investment $2,000,000
Minimum Annual Fee $0
Average Account AUM $1,737,673
Broker-Dealer Hybrid Yes
Disciplinary History No
Total AUM $5.05 billion
Advisor / Client Ratio 1:162
Headquarters Minneapolis, MN
SEC Filings Forms and Brochures


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