Ridge Investment Advisors is an investment management and advisory firm that builds diversified stock and bond portfolios. Ridge considers your time horizon, risk tolerance, and goals to create a personalized investment plan. They primarily invest in U.S. large-cap stocks and investment-grade bonds, and may use ETFs and mutual funds for diversification. Ridge has the authority to make trades without asking you first, but you can restrict investments in certain securities.
Assets Under Management$31M
Clients26
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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 negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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