West Ridge Advisors is a registered investment advisor based in Nevada that offers continuous portfolio management and comprehensive financial planning. West Ridge Advisors helps clients navigate cash flow management, debt reduction, retirement planning, college funding, risk management, tax strategies, estate planning, and divorce planning. The firm builds globally diversified portfolios using Modern Portfolio Theory, focusing on low-cost, tax-efficient investments, and also offers personalized indexing options through a sub-advisor. Additionally, West Ridge Advisors provides project-based financial planning and hourly consultations. The firm operates under a philosophy of acting in clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees are negotiable. For Utah-domiciled clients, hourly rates will not exceed $150 per hour.