Riverstone Wealth Management

Wealth Management Firm in Bexar County, TX

Firm Info
Address: 3522 Paesanos Pkwy Ste 102, San Antonio, TX 78231, USA
Website:
Phone: (210) 477-7680

Firm Size
Assets Under Management: $356.1 million
# of Advisors: 6
# of Clients: 983
Client to Advisor Ratio: 164:1
Average Account Size: $362,274
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Riverstone Wealth Management LLC Overview

Riverstone Wealth Management LLC is a Fee Only Registered Investment Advisory Firm based in Wexford, PA. Since its inception in 2019, the firm has focused solely on providing investment advice for its clients. The team at Riverstone Wealth Management LLC works diligently to ensure that every client receives a personalized financial plan that caters to their unique needs and goals. The firm's services include financial planning and portfolio management for both individuals and small businesses. With a robust offering of investment options, Riverstone Wealth Management LLC helps clients build diversified portfolios that are in line with their risk tolerance and long-term financial objectives. The team also works to provide ongoing support and guidance to clients, helping them navigate market changes and adapt their financial plans as needed. At Riverstone Wealth Management LLC, the team is committed to providing transparent and straightforward fee arrangements. The firm operates on a Fee Only model, which means that clients only pay for the advice and guidance they receive and are not subject to any hidden fees or commissions. This approach allows for complete transparency and ensures that the firm is always acting in the best interests of its clients.

RIVERSTONE WEALTH MANAGEMENT LLC offers tailored financial solutions to a diverse range of clients. The firm caters to individuals who seek guidance in managing their personal finances, high net worth individuals with complex wealth management needs, and charitable organizations that require assistance in managing their endowments and donations. The team at RIVERSTONE WEALTH MANAGEMENT LLC comprises experienced wealth advisors, investment strategists, and financial planners who work closely with clients to understand their unique financial goals and risk tolerance levels. When it comes to fees, RIVERSTONE WEALTH MANAGEMENT LLC offers a variety of fee structures to suit the needs of its clients. For those who prefer a percentage of assets under management (AUM) model, the firm charges a percentage of the total value of a client's portfolio managed by the firm. For clients who require limited assistance, the firm offers hourly rates for consulting services. Fixed fees are available for clients who require specific financial planning services or for a limited engagement. Fees are disclosed upfront and are subject to negotiation depending on the complexity of the services required. RIVERSTONE WEALTH MANAGEMENT LLC prides itself on its transparent, client-centered approach and strives to deliver value in its services.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure note for Riverstone Wealth Management LLC does not mention anything about an investment minimum. Therefore, we cannot determine what their investment minimum may be based on their brochure. It is advisable to contact the firm directly or consult with a financial advisor to clarify any investment minimum requirements.

How This Office Can Help Bexar County, TX Residents

Riverstone Wealth Management is committed to providing exceptional financial services to clients in Bexar County, TX. The team at Riverstone understands that financial planning can be complex, and they strive to simplify it for their clients. They offer a wide range of financial services, including retirement planning, risk management, tax planning, and investment management. Residents in Bexar County, TX often face unique financial situations, such as navigating the complexities of social security and Medicare, tax implications associated with owning a business, and managing the complexities of inherited wealth. The professionals at Riverstone Wealth Management have the experience and knowledge to guide their clients through these challenging situations and help them achieve their financial goals. They work closely with each client to create a personalized plan that meets their unique needs and circumstances. With their commitment to exceptional service and dedication to their clients' success, Riverstone has become a trusted partner to many individuals and families in Bexar County.

To view the Minimum Investment and Fee Schedule for Riverstone Wealth Management LLC, visit their Part 2 Brochure.

Services Offered by Riverstone Wealth Management LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Riverstone Wealth Management LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3522 Paesanos Pkwy Ste 102, San Antonio, TX 78231, USA
Phone (210) 477-7680
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 2559A BRANDT SCHOOL RD, SUITE 100, WEXFORD, PA 15090, United States

This firm has no other locations.

State Registrations

Riverstone Wealth Management LLC is registered to service clients in the following states:

  • Ohio
  • Pennsylvania

Disciplinary History

Riverstone Wealth Management LLC does not have any disclosures. Please visit it's Form ADV for more details.