Ridgewood Wealth Management manages investment portfolios and provides comprehensive financial planning. Financial planning covers areas like net worth, cash flow, insurance, retirement, college planning, and estate planning. Ridgewood Wealth Management may also use third-party money managers for portfolio management services.
Assets Under Management$25M
Clients17
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$13M
www.linkedin.com/company/ridgewood-wealth-manag... ·twitter.com/@ridgewoodwealth ·www.ridgewoodwealth.com
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.95% |
| $3M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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