Ridgeback Wealth Management (RWM) offers wealth management, which includes investment management and financial planning, and financial planning services. RWM creates customized portfolios using mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. RWM provides ongoing and project-based financial planning.
Assets Under Management$1.6M
Clients9
Advisors1
Avg. per Client$170K
Avg. per Advisor$1.6M
Fee Structure
Planning is included in investment management (also available separately)
Ridgeback Wealth Management charges a fixed fee, ranging from $1,450 to $5,800 per quarter, for wealth management services. The fee depends on the client's needs, complexity, time, research, and resources required. Fees are negotiable.
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