Ridgeview Financial Planning offers financial planning services covering cash flow, college funding, retirement, risk management, estate, and tax planning. They also provide ongoing investment management services. Ridgeview Financial Planning offers educational workshops on personal finance and investing. They manage client portfolios on a discretionary basis.
Assets Under Management$100M
Clients130
Advisors1
Avg. per Client$790K
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1M+ | 0.50% |
Fees may be discounted at the discretion of the firm but are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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