Assets Under Management
$4.0M
Number of Clients
21
Number of Advisors
4
Average Client AUM
$192K
AUM per Advisor
$1.0M
Compensation
Fee-Only (AUM)
Ridge Capital Advisors, L.L.C. provides discretionary investment management services, including selecting independent managers. They also offer third-party investment advisor referral services. The firm may provide ERISA fiduciary and non-fiduciary services to retirement plans. Insurance products are offered through Forward Strategies Insurance Brokerage, LLC.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and may be reduced for combined household accounts.
10371 N. Oracle Rd., Suite 102, Oro Valley, AZ, 85737