RidgeStone Wealth provides personalized investment management and financial planning services for individuals, families, small businesses, trusts, estates, and charities. RidgeStone Wealth builds customized investment portfolios based on each client's individual goals, time horizon, and risk tolerance, utilizing strategies like fundamental analysis, technical analysis, and structured due-diligence tools. In addition to managing investments, RidgeStone Wealth creates comprehensive financial plans covering retirement strategies, tax reduction, estate planning, Social Security optimization, college savings, charitable giving, pension analysis, and cash flow management. The firm operates as a registered investment advisor based in Greensboro, North Carolina, and is led by Stephen LaFrance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are billed quarterly in advance. Related accounts may be combined for householding purposes. All fees are negotiable.