Signal Ridge Capital Partners offers financial planning, consulting, and investment management services. Financial planning covers retirement, education, estate, business planning, and cash flow. Investment management is offered on a discretionary or non-discretionary basis, using various securities. Signal Ridge can create custom portfolios or offer model portfolios tailored to client risk tolerance, tax circumstances, and other factors. Clients are expected to notify Signal Ridge of any changes in their financial situation or investment objectives.
Assets Under Management$110M
Clients94
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$28M
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Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees, account minimums, and payment terms are negotiable depending on client's unique circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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