Ridge and Republic Financial provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment plans and manage assets with discretionary authority. RARF also offers financial planning services, including initial planning, ongoing support, and one-time consulting, covering areas like investment, insurance, tax, retirement, college, and debt/credit planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
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Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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