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Alajahwon Ridgeway

12 Years of Experience
Lafayette, LA

Alajahwon Ridgeway is a registered investment advisor at A.B. Ridgeway Wealth Management LLC, based in Lafayette, LA, with 12 years of industry experience. Alajahwon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 15 clients with $4M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
$267K average
Assets Under Management
$4.0M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.40%
$1.0M - $2.0M1.30%
$2M+1.20%

Fees are negotiable. Clients participating in Ongoing Comprehensive Financial Planning receive a 0.10% discount on Investment Management Services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Lafayette, LA

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
A.B. Ridgeway Wealth Management LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2014 - October 2020 · 6 yrs
J.P. Morgan Securities LLCBroker
February 2013 - October 2020 · 7 yrs 8 mos
State Registrations2 states
LATX
Advisor

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Exams
No exam information available for this advisor.