Breckin Kleinsasser is a registered investment advisor at Ridge Capital Advisors, LLC, based in Oro Valley, AZ, with 1 years of industry experience. Breckin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 21 clients with $4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fee is negotiable and may be reduced for combined household accounts.
Fee Estimator
Location
10371 N. Oracle Rd., Suite 102, Oro Valley, AZ, 85737
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Breckin is a sales manager at Forward Strategies Insurance Brokerage since September 2022, focusing on recruiting and developing insurance agents. This activity takes nearly full-time hours.
Employment History
Current Registrations
Ridge Capital Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.