Ridgecrest Wealth Partners provides investment management services on both a discretionary and non-discretionary basis, tailoring investment recommendations to individual client needs. They also offer financial planning and consulting services covering areas like retirement, estate, tax, and education planning. Clients retain full control over implementation and are not obligated to act on Ridgecrest Wealth Partners' recommendations.
Assets Under Management$620M
Clients688
Advisors2
Avg. per Client$900K
Avg. per Advisor$310M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Ridgecrest Wealth Partners charges an annual management fee based on the value of your investments. The fee can be a fixed percentage, a fixed dollar amount, a tiered schedule, or a linear schedule. The annual fee ranges up to 1.5% and is charged monthly.
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