West Ridge Capital Management provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. West Ridge creates customized investment strategies based on client goals, risk tolerance, and financial situations. They primarily invest in individual stocks, exchange-traded funds (ETFs), and mutual funds. West Ridge also offers financial planning services covering areas like retirement, education savings, and charitable giving.
Fee Structure
West Ridge Capital Management charges a percentage of your portfolio annually for investment management. The exact percentage depends on the complexity of your situation, the amount of assets they manage for you, and your overall relationship with them. Fees may be negotiable. The firm does not state a specific fee schedule, but fees range from 0.75% to 1.50% annually.