Legacy Ridge Capital Management provides investment advice and manages portfolios for separate accounts and the Legacy Ridge Capital Partners Equity Fund 1, L.P. Legacy Ridge determines investment strategies and manages portfolios with complete discretion, including selecting securities and making purchase and sale decisions. The firm focuses on long-term capital appreciation.
Assets Under Management$9.1M
Clients5
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$4.6M
www.linkedin.com/company/legacy-ridge-capital-m... ·www.linkedin.com/in/kris-kelley-0b772566 ·www.legacyridgecapital.com
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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