RidgeBrooke Capital Management manages investment portfolios and offers personalized financial planning for individuals, high net worth clients, trusts, estates, and businesses. RidgeBrooke Capital Management creates tailored investment strategies based on your specific goals, time horizon, and comfort with risk, using fundamental, technical, and cyclical analysis. Services cover retirement planning, net worth statements, cash flow analysis, risk management, long-term investments, tax strategies, and estate preservation. RidgeBrooke Capital Management also provides management services for fixed indexed annuities. Clients can set specific investment restrictions, and RidgeBrooke Capital Management may occasionally use outside sub-advisors to help manage portfolios without increasing costs to the client.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.55% |
| $500K - $1.0M | 1.44% |
| $1.0M - $2.0M | 1.29% |
| $2.0M - $3.0M | 1.08% |
| $3.0M - $5.0M | 0.96% |
| $5.0M - $7.0M | 0.78% |
| $7.0M - $10.0M | 0.69% |
| $10M+ | 0.69% |
Fees for accounts of $10,000,000 and above are negotiable. Cash is included as an asset class in fee calculations. Fixed annuities have a separate fee schedule ranging from 0.60% to 0.99%.