OverRidge Wealth Advisors offers investment management, financial planning, and consulting services. Investment management can be either discretionary or non-discretionary. Financial planning covers investment and non-investment matters like estate and insurance planning. OverRidge may recommend other professionals, including its own representatives as insurance agents, which presents a conflict of interest.
Assets Under Management$370M
Clients464
Advisors9
Avg. per Client$790K
Avg. per Advisor$41M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and may be reduced based on various criteria. Certain clients may be subject to legacy fee schedules.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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