Ridgegate Advisors manages investment portfolios and provides personalized financial planning services for individuals, high net worth individuals, non-profits, and small businesses. Ridgegate Advisors offers both investment management and financial planning on a standalone or ongoing basis, covering topics such as retirement planning, cash flow, college savings, estate planning, and tax strategies. The firm utilizes fundamental, technical, and cyclical analysis, and can recommend alternative investments like private equity and real estate limited partnerships. Ridgegate Advisors requires clients to hold their assets with approved custodians like Charles Schwab or Fidelity.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees will not exceed 2% annualized of managed assets. Fees are calculated monthly based on average daily balance and are negotiable at the firm's sole discretion.