Ridinger Wealth Management offers investment advice tailored to clients' needs and objectives. Services include discretionary and non-discretionary portfolio management, and financial consulting on topics like risk assessment and investment planning. They may use third-party money managers. They also offer 401k consulting/education services to companies.
Assets Under Management$62M
Clients105
Advisors1
Avg. per Client$590K
Avg. per Advisor$62M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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