WealthRidge Investments is a registered investment advisor founded in 2025 and based in Burr Ridge, Illinois. The firm offers discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth individuals, corporations, and business entities. WealthRidge tailors its investment strategies to each client's specific goals, time horizons, and risk tolerance, utilizing methods such as fundamental analysis, cyclical analysis, and Modern Portfolio Theory. In addition to managing investments, WealthRidge provides full financial planning covering retirement strategies, tax reduction, estate preservation, cash flow analysis, and risk management. Clients who do not use portfolio management can hire WealthRidge for standalone financial planning on an hourly basis. The firm does not require a minimum investment to open an account. WealthRidge may utilize sub-advisors to manage client assets when appropriate. The firm's principal, Nino Lekarczyk, is also a licensed insurance agent, presenting a potential conflict of interest regarding insurance product recommendations, which is mitigated by the firm's legal obligation to act in the client's best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.39% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Cash-only accounts are charged a flat annual fee of 0.18%. Fees are negotiable based on criteria such as historical relationships and account composition.