CapRidge Advisors offers investment advice to individuals, high net worth individuals, and businesses. CapRidge provides customized investment solutions through personal contact and discretionary investment management, primarily using exchange-traded funds and registered investment companies. CapRidge also offers financial planning services covering investment planning, retirement planning, and insurance needs. Clients are not obligated to implement any recommendations.
Fee Structure
CapRidge Advisors charges a percentage of your portfolio annually, ranging from 0.40% to 0.60%. The exact percentage depends on the complexity of your situation, the amount you invest, and your overall relationship with CapRidge. Fees are negotiable. These fees do not include brokerage or custody fees.