West Ridge Advisors provides financial planning and investment management services. Financial planning covers cash flow, debt management, college funding, retirement planning, risk management, estate planning, and tax strategies. Investment management is tailored to your risk profile and goals, using various investment vehicles. West Ridge also refers clients to third-party investment advisors.
Assets Under Management$270M
Clients623
Advisors13
Avg. per Client$430K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Custom pricing for accounts over $20,000,000. Clients using personalized indexing strategies pay an additional 0.15% to 0.20% to Vanguard.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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