Ridgeline Asset Management provides ongoing asset management services based on individual client goals, risk tolerance, and time horizons. They also offer financial planning services covering wills, estate plans, investments, taxes, retirement income, and college planning. Clients have the right to choose professionals for implementing the financial plan. Ridgeline may waive or reduce fees based on certain criteria.
Assets Under Management$56M
Clients40
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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