Brandon Catrett is a registered investment advisor at Ridgeline Private Wealth, based in Ponte Vedra, FL, with 6 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 186 clients with $170M 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 $500K | 1.55% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $7.0M | 0.85% |
| $7.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are generally negotiable. For combined financial planning and investment management, Ridgeline Private Wealth charges a flat monthly fee of up to $750 plus 1.00% of Net Worth (rounded down to the nearest million) per year.
Fee Estimator
Location
425 Town Plaza Ave, Ponte Vedra, FL, 32081
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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
Ridgeline Private Wealth
Previous Registrations
Stewardship Advisory Group, LLC
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations4 states
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