Charles Raub is a registered investment advisor at West Ridge Capital Management L.L.C., based in Bend, OR, with 6 years of industry experience. Charles 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
West Ridge Capital Management charges a percentage of your portfolio annually for investment management. The exact percentage depends on the complexity of your situation, the amount of assets they manage for you, and your overall relationship with them. Fees may be negotiable. The firm does not state a specific fee schedule, but fees range from 0.75% to 1.50% annually.
Location
Bend, OR
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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.
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Charles works as an Investment Analyst for CareOregon since June 2024, dedicating about half of his time to this role.
Employment History
Current Registrations
West Ridge Capital Management L.L.C.
Previous Registrations
Fisher Investments
State Registrations1 state
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