Riverpoint Wealth Management

Riverpoint Wealth Management Holdings, LLC, operating as Riverpoint Wealth Management, was founded in 2013 and is based in Chicago, Illinois. The firm specializes in offering proprietary discretionary asset management services through a wrap fee program. Clients must have a minimum account size of $250,000, which may be negotiable under certain circumstances. The firm charges an annual advisory fee of 1.35% of managed assets. Riverpoint acts as both a wrap fee sponsor and portfolio manager, providing investment services tailored to clients' financial circumstances, objectives, and risk tolerance. The firm's investment strategies include analyzing client portfolios, recommending securities, and providing regular performance reports. Riverpoint does not engage in principal trading or charge performance-based fees. Clients have the option to grant investment discretion to the firm, allowing it to execute transactions on their behalf. Riverpoint encourages communication with clients and conducts regular reviews of client accounts. The firm does not accept referral fees and has no financial issues that would impair its ability to serve clients. Clients receive account statements directly from the custodian, and the firm does not take custody of client assets. Riverpoint follows a code of ethics and allocates trades fairly among clients.