Joseph Ridinger
Joseph Ridinger is a registered investment advisor at Ridinger Wealth Management, LLC, based in Vancouver, WA, with 19 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 105 clients with $62M 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 $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Location
201 NE Park Plaza Dr, Suite 200, Vancouver, WA, 98684
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph engages in fiduciary activities and is a co-owner of Crescent Legacy Holdings, LLC, a construction product distributor, dedicating minimal time to each. He is also an independent insurance agent since 2006, spending a few hours per week on this activity.
Employment History
Current Registrations
Ridinger Wealth Management, LLC
Previous Registrations
Concierge Private Wealth Management, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.