Kathleen Chapman is a CFA-designated registered investment advisor at Ridge Creek Global, INC., based in Strongsville, OH, with 22 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 51 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ridge Creek Global charges a percentage of your portfolio each year, ranging from 1% down to 0.10%. The exact percentage is negotiated with each client. Fees are billed and payable quarterly, based on the value of your portfolio at the end of the prior quarter. If you end your relationship with Ridge Creek Global, you'll receive a pro-rated refund of any unearned fees.
Location
Strongsville, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ridge Creek Global, INC.
State Registrations1 state
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