Ridge Creek Global, INC.
Assets Under Management
$223.5M
Number of Clients
51
Number of Advisors
2
Avg. Portfolio per Client
$4.4M
Avg. Managed per Advisor
$111.7M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Ridge Creek Global offers global wealth advisory services, including developing, reviewing, implementing, and monitoring investment guidelines. They tailor their services to a client’s objectives and risk tolerance. Services are delivered in a discretionary or non-discretionary manner. Ridge Creek Global strives for complete objectivity by accepting fees only from clients.
Fee Structure
Ridge Creek Global charges a percentage of your portfolio each year, ranging from 1% down to 0.10%. The exact percentage is negotiated with each client. Fees are billed and payable quarterly, based on the value of your portfolio at the end of the prior quarter. If you end your relationship with Ridge Creek Global, you'll receive a pro-rated refund of any unearned fees.
Areas of Practice
Location
OH, United States