How does the advisor help clients – Key Takeaways:
Riverpark Capital Management LLC is a financial management advisory firm that offers a wide array of services to help clients reach their financial goals. The firm provides personalized financial advice and investment strategies tailored to each client’s individual needs and risk tolerance. They also offer access to a team of experienced professionals who are dedicated to helping clients achieve their financial goals.
- Personalized financial advice
- Investment strategies based on individual needs and risk tolerance
- Experienced professionals dedicated to helping clients
Facts and Insights
Riverpark Capital Management LLC has been in business for over 20 years, providing top-quality financial services to its clients. The firm has over $1 billion in assets under management and a team of 10 experienced financial advisors. They offer a variety of services to clients, including investment management, financial planning, retirement planning, and tax planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | 20+ years |
Financial Services Offered
- Investment management
- Financial planning
- Retirement planning
- Tax planning
Client Types
Riverpark Capital Management LLC serves a diverse client base, including individual investors, families, small businesses, and institutions. Their personalized approach allows them to cater to the specific needs of each client, regardless of their financial goals or objectives.
Fees & Compensation
Riverpark Capital Management LLC charges a fee based on a percentage of assets under management. This fee is typically around 1% annually but may vary depending on the complexity of the client’s financial situation. The firm believes in full transparency and does not charge any hidden fees or commissions.
In addition to the asset management fee, the firm may also charge a one-time planning fee for certain financial planning services. Clients are made aware of all fees and compensation structures before engaging in any services.
Background
Riverpark Capital Management LLC was founded in 1998 by a group of experienced financial professionals who were dedicated to providing top-quality financial services to their clients. They believe in building long-term relationships with their clients and have a strong commitment to helping them achieve their financial goals.
Financial Advisor Disclosures to Know
Riverpark Capital Management LLC has a clean record and has not reported any disciplinary actions or legal proceedings. They are registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA) and are bound by fiduciary duty to act in the best interest of their clients.