Riverwater Partners LLC

Riverwater Partners LLC, established in 2016, is a registered investment advisor offering investment management and wealth management services. The firm is owned by Laura Peck, Adam Peck, Matthew Drvaric, Nathan Fredrick, Kirk Fox, and Cynthia Bohlen. Riverwater Partners provides investment management services with a minimum account size of $1,000,000 and managed model portfolios with a minimum account size of $250,000. The firm acts as a fiduciary, always prioritizing clients' best interests. Clients can impose reasonable restrictions on investments, and the firm had approximately $600,209,973 in total assets under management as of December 31, 2024. Riverwater Partners charges management fees based on a percentage of total investments, with a minimum annual fee of $9,000 for new clients. The firm does not charge performance-based fees and provides model portfolios with specific asset allocation targets. Riverwater Partners follows a responsible investing approach, focusing on sustainable and value-oriented investing strategies. Clients receive regular reports and reviews of their accounts, and the firm votes proxies on behalf of clients with prior approval. Riverwater Partners prioritizes client privacy and does not disclose personal information to third parties except as required by law. For more information, clients can contact Riverwater Partners directly at (414) 858-8000.