Ridge Capital Management provides wealth management and financial planning services to individuals, high-net-worth individuals, trusts, corporations, and retirement plan sponsors. Services include assistance in selecting a portfolio manager, ongoing evaluation of portfolio managers, evaluation of portfolio composition, management of accounts, financial planning, consultation on client assets, and active portfolio management. Ridge Capital Management offers both discretionary and non-discretionary portfolio management.
Assets Under Management$170M
Clients241
Advisors4
Avg. per Client$690K
Avg. per Advisor$42M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 1.00% |
Fees are negotiable for accounts $2,500,001 and higher.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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