Tower Ridge Investment Management manages investment portfolios for individuals and families. They make investment decisions for you, buying and selling securities without needing your prior approval for each transaction. They create an Investment Policy Statement to match your specific situation and needs. Their services are limited to ongoing portfolio management and do not include financial planning, tax advice, or estate planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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