Sky Ridge Wealth Management manages investment portfolios and provides personalized financial planning for individuals, high net worth individuals, and small businesses. Sky Ridge Wealth Management offers comprehensive or focused financial planning covering cash flow, budgeting, education funding, retirement planning, risk management, and estate planning. For portfolio management, Sky Ridge Wealth Management uses a mix of technical and cyclical analysis, applying strategies such as active asset management, core and satellite investing, Modern Portfolio Theory, and value investing. Ryan Green founded the firm in 2016.
Assets Under Management$33M
Clients17
Advisors2
Avg. per Client$2M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.55% |
Published fees are negotiable. Accounts for the same individual or household are aggregated for fee calculation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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