Ridge Capital Advisors offers investment management services where they make the final investment decisions. They also refer clients to other investment advisors. Ridge Capital Advisors can provide services to retirement plans. Clients can set restrictions on their investments. The firm also offers general newsletters and seminars.
Assets Under Management$4M
Clients21
Advisors4
Avg. per Client$190K
Avg. per Advisor$1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fee is negotiable and may be reduced for combined household accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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