Ridgeline Wealth Advisors offers investment advice and financial planning to individuals, high-net-worth individuals, pension plans, charitable organizations, and trusts. Services include asset management, financial planning, retirement plan services, and IRA rollovers. They use a long-term investment approach based on efficient market principles and tailored to each client's needs.
Assets Under Management$140M
Clients176
Advisors4
Avg. per Client$800K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fees are negotiable based on client type, complexity, account composition, potential for additional deposits, relationship with the advisor, and total assets under management. The Ridgeline Wealth Advisors advisory fee is currently equal to and will not exceed 10 basis points (.10%) of the assets in the Flourish Cash Account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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