Ridley Wealth Management (RWM) offers investment management and financial planning services. RWM develops personalized investment plans based on client goals, risk tolerance, and tax considerations. RWM primarily advises on stocks, bonds, mutual funds, and ETFs. Clients can grant RWM authority to buy and sell securities. RWM also provides financial planning, covering areas like cash flow, college savings, retirement, insurance, and estate planning. Financial planning is offered on a project basis.
Assets Under Management$8.1M
Clients8
Advisors1
Avg. per Client$1M
Avg. per Advisor$8.1M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Custom fees for assets over $10,000,001. If a Client’s assets under management is under $1,000,000, the annual fee will be $10,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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