North Ridge
Assets Under Management
$180.4M
Number of Clients
129
Number of Advisors
3
Average Client AUM
$1.4M
AUM per Advisor
$60.1M
Compensation
Fee-Only (AUM)
About This Firm
North Ridge Wealth Advisors provides fee-only financial planning and investment management services. They offer ongoing portfolio management combined with financial planning and consulting advice, custom-tailored to each client's objectives, goals, and needs. They design diversified portfolios and follow strict fiduciary standards.
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $6.0M | 0.40% |
| $6M+ | 0.30% |
Minimum annual advisory fee of $12,000 may be reduced or waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$12,000
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness Owners
Loading...
Location
8285 SW Nimbus Avenue, Suite 155, Beaverton, OR, 97008
