Ridge Creek Global, INC.

Fee-Only (% of Portfolio)

Ridge Creek Global is an independent, employee-owned registered investment advisor based in Strongsville, Ohio, offering global wealth advisory services to individuals, families, trusts, endowments, and foundations. Founded in 1989, the firm focuses on developing, implementing, and monitoring custom investment guidelines through strategic asset allocation. Ridge Creek Global combines quantitative and qualitative analysis to build diversified portfolios using equities, debt instruments, mutual funds, and exchange-traded funds, and may also recommend third-party investment managers. Services are provided on either a discretionary or non-discretionary basis. The team includes Chartered Financial Analysts and a Certified Private Wealth Advisor who emphasize a boutique structure with slow, thoughtful growth to prioritize client alignment and objectivity. The firm does not sell investment products or accept commissions, charging clients solely through asset-based fees.

Assets Under Management$250M
Clients51
Advisors2
Avg. per Client$5M
Avg. per Advisor$130M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are graduated and negotiable, ranging downward from 1.00% to 0.10% based on assets under management.

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

2 Advisors at this firm

Ridge Creek Global, INC. - Fees, AUM & Advisors | TrueAdvisor