CapRidge Advisors is a registered investment advisor located in Devon, Pennsylvania, founded in 2024 and owned by Michael Pidhirskyj. CapRidge Advisors provides customized investment management and financial planning services to individuals, high net worth individuals, and businesses. The firm acts legally required to act in your best interest and builds diversified portfolios primarily using exchange-traded funds, mutual funds, individual stocks, bonds, and options, while taking a total portfolio approach. CapRidge Advisors also offers outsourced chief investment officer services and educational seminars for other investment professionals. Investment management fees are charged as an annual percentage of the value of your portfolio, ranging from 0.40% to 0.60%. Financial planning and consulting services are provided on an hourly basis or through fixed engagement fees.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Annual investment advisory fees range from 0.40% to 0.60% based on asset level, complexity, and overall relationship. Fees are negotiable at the advisor's discretion.