Ripple Ridge Enterprises provides financial planning, investment portfolio management, and recommendations for third-party investment advisors. Financial planning covers personal finances, education, retirement, and employer-sponsored retirement plans. Portfolio management involves creating individualized asset allocations based on client objectives and risk tolerance. The firm also offers retirement plan consulting services to businesses.
Assets Under Management$11M
Clients38
Advisors1
Avg. per Client$300K
Avg. per Advisor$11M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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