Ridgepoint Wealth Partners offers comprehensive wealth management services, combining personalized investment management and financial planning. Ridgepoint Wealth Partners designs custom portfolios using stocks, bonds, mutual funds, exchange-traded funds, and government securities, often utilizing third-party model portfolios from platforms like Charles Schwab. Clients can also receive financial planning covering business consulting, cash flow, college savings, employee benefits, estate planning, insurance, retirement, risk management, and tax strategies. Additionally, Ridgepoint Wealth Partners provides standalone ongoing financial planning and tax preparation services. The firm is led by founder and Chief Compliance Officer Wayne Park and operates as a fee-only firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are negotiable. Fixed fees ranging from $100,000 to $400,000 may apply in lieu of tiered AUM fees based on complexity.