Ridgeline Wealth Planning manages investment portfolios and offers financial planning and pension consulting services. Ridgeline Wealth Planning builds personalized portfolios using modern portfolio theory, focusing on long-term investment strategies across various asset classes including mutual funds, fixed income, real estate funds, and exchange-traded funds. The firm serves individuals, high-net-worth families, pension and profit-sharing plans, charitable organizations, and businesses.
Assets Under Management$260M
Clients443
Advisors5
Avg. per Client$590K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
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 generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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