Rivertree Advisors, LLC

RiverTree Advisors, LLC is an SEC-registered investment advisor founded in January 2013 by Theodore S. Rich. The firm offers investment management services on a discretionary or non-discretionary basis, utilizing a mix of globally diverse investment holdings, including ETFs, mutual funds, stocks, and bonds. Additionally, they provide financial planning and consulting services covering various areas such as business planning, retirement planning, and risk management. RiverTree charges fees based on a percentage of assets under management, with an annual fee schedule ranging from 1.20% to 0.25% based on the amount of assets. Clients have the flexibility to make account deposits or withdrawals, with fees adjusted accordingly. The firm does not impose a minimum account requirement and serves individuals, high net worth individuals, trusts, estates, and business entities. RiverTree follows a code of ethics, exercises investment discretion, and does not engage in performance-based fees. Clients receive trade confirmations and account statements directly from custodians, and the firm does not vote client securities. RiverTree does not have any disciplinary history and does not provide compensation to third-party solicitors for client referrals.