River tree financial reviews

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River Tree Capital Management Review

What services can River Tree Capital Management provide?


As a financial advisory firm, River Tree Capital Management can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds).

Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.


Where is River Tree Capital Management headquartered? Which states do its financial advisors serve?


River Tree Capital Management is headquartered in . River Tree Capital Management offers financial advisor services in 2 states: Florida, Minnesota.


What is the average client balance at River Tree Capital Management?


While River Tree Capital Management advises clients across a variety of portfolio sizes, the average client balance is currently $, In total, River Tree Capital Management manages $15,, in assets.


What is the historical performance of River Tree Capital Management?


The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Financial plans and investment portfolios are always unique to the client's personal financial situation.


Can I write a review of River Tree Capital Management or file a complaint?


investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. As a result, we do not support personal reviews on the site. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form.


Other Firms


Fairlead Financial Advisors, Straightline, Stark Strategic Capital Management, O'Keefe Stevens Advisory

Sours: https://investor.com/rias/river-tree-capital-management

Your Plan, Our Priority.

We help our clients choose how to live their best lives.

Team

Our team delivers a holistic understanding of your unique financial situation and creates a comprehensive plan to help you reach your goals, building trust through integrity.  Providing clear communication, professional service and financial education, we take time to develop relationships and meet your needs while securing confidence in your future.

We’ve become trusted advisors around the country to affluent families, decision makers, business owners, and retirees by providing a personalized approach to strategic financial planning.

IN THE NEWS


OUR PROCESS

1. Discovery

Our team will work to understand your current circumstances and support your personal, business and financial goals. Whether you're looking to protect, grow or transfer wealth for the future, we do more than determine a planning solution; we will build a strategy that is right for you.

2. Decision-making

Financial planning doesn't happen by chance; it is the product of sound decision-making and requires a commitment — yours and ours. As issues arise, we act as a wise sounding board for ideas that you are considering and educate you with options to balance your short-term needs with your long-term objectives.

3. Results

We keep you on track. At times, it’s necessary to be more like a river and less like a reservoir with your resources and vice versa. We develop your financial plan to ebb and flow with your life’s natural cycles. Let us help you ensure that your financial future exceeds your expectations.

Meet Our Team!


What is Estate Planning?

Our estate planning breaks down the basics in 5 steps, so you can ensure your wishes for yourself, your loved ones and your most prized belongings are carried out on your terms in the event of your illness or death.

Plan for the Success of Your Business

No matter where your business is in its life cycle, we recognize that the goals you have for your business and family are likely intertwined. Our team specializes in business planning and will work closely with your other advisors to manage the full scope of your needs and goals.

Sours: http://www.rivertree-wealth.com
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3 Signs Your 'Loan' Is Really a Scam

&#; -- [This week is National Consumer Protection Week and so The ABC News Fixer is here to share tips all week long to help keep your money safe in some common financial situations. Check The ABC News Fixer homepage at ABCNews.com/Fixer for these and many, many more financial tips.]

What kind of crook would take money from a poor person?

In one of the most despicable – but unfortunately, common – scams, con artists are offering bogus loans to people with poor credit histories who need cash to pay their bills.

It’s called an “advance-fee loan” but it’s not a loan at all. It’s a scam.

These schemes can be quite sophisticated, using fancy websites, loan applications and even fake “loan officers” who are really just in on the scheme. After the scammers collect an upfront payment from the borrower, they disappear – leaving the consumer in even worse financial shape.

The ABC News Fixer has heard from numerous victims of this scam.

Make sure you don’t fall for it by noting these three red flags:

  • The supposed lender doesn’t seem to care about your credit history.
  • The lender guarantees you’ll get a loan, no matter what.
  • The lender claims that you’ve been approved for a loan, but then starts demanding fees upfront for vague reasons like “insurance,” “processing” or “paperwork.”
  • If you need to borrow money, be sure to deal only with legitimate lenders that disclose all their fees clearly and conspicuously.

    A legitimate lender will take its fees from the amount that you borrow – and not ask you to give them your own money in advance to get a loan.

    If you have poor credit, you’ll have a hard time getting a legitimate loan. You’ll need to put in time and effort to rebuild your credit history. If you’re falling behind on your bills, contact your creditors to ask for help and consider getting assistance from a nonprofit credit counseling service.

    - The ABC News Fixer

    Got a consumer problem? The ABC News Fixer may be able to help. Click here to submit your problem online. Letters are edited for length and clarity.

    Follow The ABC News Fixer on Twitter

    Sours: https://abcnews.go.com/Business/signs-loan-scam/story?id=
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    68

    Program Expense Ratio

    %

    Higher effect on score


    The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three s). This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver.


    Program Expense Percentage

    Amount of Credit Received

    70% or higherFull Credit
    60% - %Partial Credit
    Below 50%Zero Points for Both Program Expense percentage AND Liabilities to Assets

    Source: IRS Form

    Board Composition

    10/10 Independent

    Higher effect on score


    Charity Navigator looks for at least 3 board members, with more than 50% of those members identified as independent (not salaried).


    The presence of an independent governing body is strongly recommended by many industry professionals to allow for full deliberation and diversity of thinking on governance and other organizational matters.


    Source: IRS Form

    Independent Audit or Financial Review

    No Audit

    Higher effect on score


    An Audit, Review, or Compilation provides important information about financial accountability and accuracy. Organizations are scored based on their Total Revenue Amount:

    Total Revenue Amount

    Expectation to Receive Credit

    $1 million or higherExpected to complete an audit
    $, - $1 millionExpected to complete an audit, review, or compilation
    Less than $,No expectation (removed from scoring methodology)

    Source: IRS Form

    Liabilities to Assets Ratio

    %

    Lower effect on score


    The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent ). This ratio is an indicator of an organization’s solvency and/or long-term sustainability.

    Liabilities to Assets Ratio

    Amount of Credit Received

    Less than 50%Full Credit
    50% - %Partial Credit
    60% or moreNo Credit

    Source: IRS Form

    Website

    Listed

    Lower effect on score


    Charity Navigator looks for a website on the Form as an accountability and transparency metric.


    Nonprofits act in the public trust and reporting publicly on activities is an important component.


    Source: IRS Form

    Conflict of Interest Policy

    Listed

    Lower effect on score


    Charity Navigator looks for the existence of a conflict of interest policy on the Form as an accountability and transparency measure.


    This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.


    Source: IRS Form

    Board Meeting Minutes

    Documented

    Lower effect on score


    Charity Navigator looks to confirm on the Form that the organization has this process in place as an accountability and transparency measure.


    An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.


    Source: IRS Form

    Document Retention and Destruction

    Listed

    Lower effect on score


    Charity Navigator looks for the existence of a document retention and destruction policy per the Form as an accountability and transparency measure.


    This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.


    Source: IRS Form

    Whistleblower Policy

    Listed

    Lower effect on score


    Charity Navigator looks for the existence of a whistleblower policy per the Form as an accountability and transparency measure.


    This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.


    Source: IRS Form

    Sours: https://www.charitynavigator.org/ein/

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    59

    Program Expense Ratio

    %

    Higher effect on score


    The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three s). This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver.


    Program Expense Percentage

    Amount of Credit Received

    70% or higherFull Credit
    60% - %Partial Credit
    Below 50%Zero Points for Both Program Expense percentage AND Liabilities to Assets

    Source: IRS Form

    Board Composition

    4/5 Independent

    Higher effect on score


    Charity Navigator looks for at least 3 board members, with more than 50% of those members identified as independent (not salaried).


    The presence of an independent governing body is strongly recommended by many industry professionals to allow for full deliberation and diversity of thinking on governance and other organizational matters.


    Source: IRS Form

    Independent Audit or Financial Review

    No Audit

    Higher effect on score


    An Audit, Review, or Compilation provides important information about financial accountability and accuracy. Organizations are scored based on their Total Revenue Amount:

    Total Revenue Amount

    Expectation to Receive Credit

    $1 million or higherExpected to complete an audit
    $, - $1 millionExpected to complete an audit, review, or compilation
    Less than $,No expectation (removed from scoring methodology)

    Source: IRS Form

    Liabilities to Assets Ratio

    %

    Lower effect on score


    The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent ). This ratio is an indicator of an organization’s solvency and/or long-term sustainability.

    Liabilities to Assets Ratio

    Amount of Credit Received

    Less than 50%Full Credit
    50% - %Partial Credit
    60% or moreNo Credit

    Source: IRS Form

    Website

    Listed

    Lower effect on score


    Charity Navigator looks for a website on the Form as an accountability and transparency metric.


    Nonprofits act in the public trust and reporting publicly on activities is an important component.


    Source: IRS Form

    Conflict of Interest Policy

    Listed

    Lower effect on score


    Charity Navigator looks for the existence of a conflict of interest policy on the Form as an accountability and transparency measure.


    This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.


    Source: IRS Form

    Board Meeting Minutes

    Documented

    Lower effect on score


    Charity Navigator looks to confirm on the Form that the organization has this process in place as an accountability and transparency measure.


    An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.


    Source: IRS Form

    Document Retention and Destruction

    Missing

    Lower effect on score


    Charity Navigator looks for the existence of a document retention and destruction policy per the Form as an accountability and transparency measure.


    This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.


    Source: IRS Form

    Whistleblower Policy

    Missing

    Lower effect on score


    Charity Navigator looks for the existence of a whistleblower policy per the Form as an accountability and transparency measure.


    This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.


    Source: IRS Form

    Sours: https://www.charitynavigator.org/ein/?schemaorg
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    Rivertree Advisors Review

    What services can Rivertree Advisors provide?


    As a financial advisory firm, Rivertree Advisors can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds).

    Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.


    Where is Rivertree Advisors headquartered? Which states do its financial advisors serve?


    Rivertree Advisors is headquartered in Winter Park, FL. Rivertree Advisors offers financial advisor services in 2 states: Colorado, Florida.


    What is the average client balance at Rivertree Advisors?


    While Rivertree Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $1,, In total, Rivertree Advisors manages $,, in assets.


    What is the historical performance of Rivertree Advisors?


    The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Financial plans and investment portfolios are always unique to the client's personal financial situation.


    Can I write a review of Rivertree Advisors or file a complaint?


    investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. As a result, we do not support personal reviews on the site. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form.


    Other Firms


    Luna Capital Management, PR Wealth Management Group, Cedar Capital, Jazz Wealth Managers

    Sours: https://investor.com/rias/rivertree-advisors

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