Ridgeline Private Wealth provides investment management, investment analysis, and financial planning. They use various analyses to determine investments. They offer combined financial planning and portfolio management services tailored to the client's needs. They also offer consulting services for direct private placement investments, Delaware Statutory Trusts (DSTs), and Qualified Opportunity Funds (QOFs). Ridgeline may use sub-advisors to fulfill specific strategy mandates.
Assets Under Management$170M
Clients186
Advisors4
Avg. per Client$930K
Avg. per Advisor$43M
www.linkedin.com/company/ridgeline-private-wealth ·www.facebook.com/ridgelineprivatewealth ·www.ridgelineprivatewealth.com
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.55% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $7.0M | 0.85% |
| $7.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are generally negotiable. For combined financial planning and investment management, Ridgeline Private Wealth charges a flat monthly fee of up to $750 plus 1.00% of Net Worth (rounded down to the nearest million) per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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