A.B. Ridgeway Wealth Management (ABRWM) manages investment portfolios based on clients' individual needs and goals. ABRWM also offers project-based financial planning on topics like retirement, college savings, and estate planning. ABRWM provides ongoing financial planning for a fixed quarterly fee, where a planner develops, implements, and monitors the plan. ABRWM may recommend outside managers and trust/will services.
Assets Under Management$4M
Clients15
Advisors1
Avg. per Client$270K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2M+ | 1.20% |
Fees are negotiable. Clients participating in Ongoing Comprehensive Financial Planning receive a 0.10% discount on Investment Management Services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...