Sky Ridge Wealth Management offers financial planning services covering cash flow, education funding, retirement, risk management, and estate planning. They also manage investment portfolios, tailoring strategies to client objectives, risk tolerance, and time horizon. Sky Ridge uses technical and cyclical analysis, along with strategies like active asset management, core + satellite, modern portfolio theory, and value investing.
Assets Under Management$30M
Clients18
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.55% |
Fees are negotiable. Accounts may be aggregated for the same individual or household to qualify for lower rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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