Ridge Investment Advisors is a boutique investment management firm based in Brighton, Michigan. Founded in 1991 and led by Derek S. Elleman, the firm builds actively managed, diversified stock and bond portfolios tailored to each client's specific time horizon, risk tolerance, and financial goals. Ridge Investment Advisors focuses primarily on U.S. large-cap equities and investment-grade fixed income securities, utilizing a fundamental analysis approach to select high-quality companies with sustainable growth prospects. The firm has full authority to make trades on behalf of clients without asking first, while allowing clients to place specific restrictions on their accounts. Ridge Investment Advisors serves individuals, trusts, and corporations, maintaining a primary focus on growing and preserving client wealth over the long term.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees may be negotiated in certain cases. Related client accounts may be grouped together for fee calculation.