Ridgegate Advisors provides investment management with discretionary authority and financial planning services. Investment strategies are tailored to each client's situation. Financial planning covers goals, cash flow, college savings, estate, tax, and retirement planning. Ridgegate uses AE Wealth Management's technology platform. Ridgegate may recommend alternative investments with client approval.
Assets Under Management$110M
Clients175
Advisors8
Avg. per Client$600K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable at the sole discretion of Ridgegate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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