Ridgewood Investments offers investment advice and portfolio management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, foundations, corporations, and other business entities. Ridgewood's services include investment research, portfolio construction, securities selection, and strategic asset allocation. Ridgewood may recommend investments in private funds managed by Ridgewood Investments or its affiliates. Ridgewood uses a third-party platform to facilitate management of held away assets such as defined contribution plan participant accounts, with discretion.
Assets Under Management$350M
Clients268
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable under certain circumstances, at the sole discretion of Ridgewood.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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