How does the advisor help clients – Key Takeaways:
RIVI CAPITAL LLC is a leading financial advisory firm that is committed to helping its clients achieve their financial goals. The firm’s team of experts provides personalized financial advice and guidance to individuals, families, and businesses, helping them build and preserve wealth for the long term.
Facts and Insights
RIVI CAPITAL LLC was founded in 2010 and has since then grown to become one of the most reputable and trusted financial advisory firms in the country. The firm has over $500 million in assets under management, with a team of 15 experienced and knowledgeable advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 15 | 10 |
Financial Services Offered
RIVI CAPITAL LLC offers a wide range of financial services, including investment management, financial planning, retirement planning, tax planning, and risk management. The firm’s team of experts utilizes a holistic approach in creating customized financial strategies that align with each client’s unique goals and risk tolerance.
Client Types
RIVI CAPITAL LLC serves a diverse range of clients, including high net worth individuals, families, and small businesses. The firm prides itself on its ability to cater to the specific needs and financial goals of each client, regardless of their financial status or goals.
Fees & Compensation
RIVI CAPITAL LLC operates on a fee-only structure, which means that the firm does not receive any commission or compensation from third parties. This ensures that the firm’s advisors act in the best interest of their clients and eliminates any potential conflicts of interest.
Background
The founding partners of RIVI CAPITAL LLC have over 20 years of combined experience in the financial industry. They have a deep understanding of the ever-changing financial landscape and use their expertise to help clients navigate through it. The firm’s team of advisors holds various professional certifications, demonstrating their commitment to staying updated with the latest industry developments and providing top-quality financial advice.
Financial Advisor Disclosures to Know
RIVI CAPITAL LLC believes in transparent and open communication with its clients. All disclosures and potential conflicts of interest are promptly shared with clients to ensure complete transparency. The firm also has a strict code of ethics and conducts regular compliance checks to ensure that it is upholding the highest standards of integrity and professionalism.