Ridge Road Wealth Management is an investment advisory firm that provides personalized portfolio management, pension consulting, and financial planning services. Ridge Road works with individuals, high-net-worth clients, trusts, estates, and business entities to build customized investment portfolios aligned with their specific goals, time horizons, and risk tolerance. The firm uses various strategies such as asset allocation, mutual funds, exchange-traded funds, individual securities, and may also recommend third-party independent money managers or private placements for qualified investors. In addition to investment management, Ridge Road offers comprehensive financial planning covering retirement, taxes, estate planning, cash flow, and business planning. The firm operates as a fiduciary, meaning it is legally required to act in your best interest when advising on investment and retirement accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable and billed quarterly in advance.