Richard Allridge is a CFP-designated registered investment advisor at Allridge Wealth Management, INC, based in Oakton, VA, with 26 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 31 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $4.0M | 0.50% |
| $4M+ | 0.45% |
Minimum quarterly charge of $1,250.00 and minimum asset base is $1,000,000 except for existing clients and their families. There is also a one-time Client Onboarding Fee (“COF”) which will range between $1,625 and $3,250 depending upon the complexity of the engagement.
Fee Estimator
Location
Oakton, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Allridge Wealth Management, INC
Previous Registrations
Century Financial Group, LLC.
State Registrations1 state
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