North Ridge Wealth Advisors offers financial planning and investment management tailored to each client's financial situation and goals. They create diversified portfolios and follow strict legal standards to act in your best interest. North Ridge is paid only by client fees and does not receive commissions from third parties. They manage investments and provide ongoing financial planning and consulting advice.
Assets Under Management$220M
Clients131
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$72M
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Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $6.0M | 0.40% |
| $6M+ | 0.30% |
Minimum annual advisory fee of $12,000. Family members of North Ridge employees and certain legacy clients may pay a lower minimum fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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