Ridgeline Wealth Planning (RWP) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. RWP creates an Investment Policy Statement for each client and requires discretionary authority to manage investments. RWP also offers financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. RWP may direct clients to sub-adviser investment advisers.
Assets Under Management$200M
Clients394
Advisors5
Avg. per Client$510K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $7.0M | 0.80% |
| $7M+ | 0.65% |
Fees are negotiable. RWP may direct clients to sub-adviser investment advisers. RWP will receive its standard fee on top of the fee paid to the sub-adviser adviser. The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency. Sub-Adviser’s Fee is 0.20%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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