Ridgeview Asset Management offers investment advice to high-net-worth individuals, families, trusts, foundations, and endowments through separately managed accounts. Ridgeview develops risk-controlled investment strategies based on each client's risk profile and financial situation. Client assets are allocated across global asset classes, including U.S. and non-U.S. equities, bonds, money market instruments, commodities, and exchange-traded funds. Ridgeview may engage sub-advisors to implement asset allocation.
Fee Structure
Ridgeview charges a fee based on the value of your investments each year. The fee covers portfolio management, custodial services, and trading costs. The specific fee depends on the type of account:
- Fixed Income: Up to 0.65% per year
- Taxable Core Equity: Up to 1.00% per year
- Institutional/Retirement: Up to 0.65% per year
Fees may be negotiable based on factors like account size and complexity.