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RIVERPARK ADVISORS, LLC

RIVERPARK ADVISORS, LLC

Description

How does the advisor help clients – Key Takeaways:

RIVERPARK ADVISORS, LLC is a financial advisory firm that assists clients in managing their wealth and financial goals. The company provides a range of services including investment management, financial planning, retirement planning, and tax planning. They also offer specialized services for high net worth individuals, business owners, and family offices.

  • Assists clients in achieving their financial objectives through personalized strategies and recommendations.
  • Offers a range of financial services including investment management, financial planning, and tax planning.
  • Caters to a diverse clientele which includes high net worth individuals, business owners, and family offices.

Facts and Insights

RIVERPARK ADVISORS, LLC was founded in 2011 and has been in the financial advisory business for over 10 years. The firm is headquartered in New York City and has additional offices in Boston, Connecticut, and Chicago. As of 2021, the company manages over $10 billion in assets under management (AUM).

Assets Under Management Number of Advisors Time in Business
$10 billion+ 50+ 10+ years

Financial Services Offered

As a financial expert and registered investment advisor, RIVERPARK ADVISORS, LLC offers a range of financial services to their clients. This includes:

  • Investment Management: The firm uses a disciplined approach to investing and creates customized portfolios for clients based on their risk tolerance and financial goals.
  • Financial Planning: RIVERPARK ADVISORS, LLC helps clients create a comprehensive financial plan that covers all aspects of their finances, including budgeting, savings, retirement, and taxes.
  • Retirement Planning: The firm assists clients in creating a retirement plan that will help them achieve their desired lifestyle in retirement.
  • Tax Planning: RIVERPARK ADVISORS, LLC provides tax planning services to help clients minimize their tax liability and maximize their after-tax returns.
  • Specialized Services: The firm also offers specialized services for high net worth individuals, business owners, and family offices.

Client Types

RIVERPARK ADVISORS, LLC caters to a diverse range of clients, including:

  • High Net Worth Individuals: The firm provides personalized solutions to help high net worth individuals manage and grow their wealth.
  • Business Owners: RIVERPARK ADVISORS, LLC assists business owners in creating a financial plan that aligns with their business goals.
  • Family Offices: The firm offers tailored services to help family offices achieve their long-term financial goals.

Fees & Compensation

RIVERPARK ADVISORS, LLC charges a fee based on a percentage of assets under management. This means that the more assets the firm manages for a client, the higher the fee they will receive. The exact fee structure may vary depending on the client’s individual situation and the services provided. The firm does not receive any commissions or compensation for recommending specific investments, ensuring that their recommendations are always in the client’s best interest.

Background

RIVERPARK ADVISORS, LLC was founded in 2011 by a team of experienced financial professionals who shared a common goal of providing exceptional financial advisory services to clients. The leadership team has a combined experience of over 100 years in the financial industry and actively works with clients to ensure their financial success.

The company follows a strict fiduciary standard, meaning they are legally obligated to act in the best interest of their clients at all times. This ensures that the firm’s recommendations are always aligned with the client’s goals and objectives, and not influenced by any external factors.

Financial Advisor Disclosures to Know

When working with RIVERPARK ADVISORS, LLC, there are some important disclosures to keep in mind:

  • The firm has a minimum account requirement of $5 million for investment advisory services.
  • RIVERPARK ADVISORS, LLC does not guarantee any specific investment or financial results.
  • The firm may have conflicts

Company Information

Main Office

Mail Office

Other Information

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