Shira Ridge Wealth Management offers financial planning and investment advice to individuals, families, and other clients. Their services include asset management using exchange-traded funds, mutual funds, and other public securities, tailored to the client's specific needs and goals. They also provide financial planning and consulting services covering investment planning, retirement planning, estate planning, tax planning, and more. Shira Ridge may refer clients to other professionals like accountants or attorneys as needed.
Assets Under Management$320M
Clients278
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.40% |
| $7.5M+ | 0.40% |
Fees may be negotiable. For accounts smaller than $10,000 there may be a minimum annual fee of $60.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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