RidgeBrooke Capital Management offers investment management and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. For investment management, RidgeBrooke determines your investment goals, risk tolerance, and time horizon to create a suitable investment strategy. Financial planning covers topics like financial goals, net worth, cash flow, retirement, risk management, investments, tax reduction, and estate preservation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.55% |
| $500K - $1000K | 1.44% |
| $1.0M - $2.0M | 1.29% |
| $2.0M - $3.0M | 1.08% |
| $3.0M - $5.0M | 0.96% |
| $5.0M - $7.0M | 0.78% |
| $7.0M - $10.0M | 0.69% |
| $10M+ | 0.69% |
Accounts within the same household may be combined for a reduced fee. The annual fee is negotiable based upon certain criteria. For annuities, RidgeBrooke's advisory fees will be paid solely from the annuity contract values that exist on the date the Insurance Carrier processes the payment and will be paid monthly in arrears from the account pursuant to the following schedule: Up to $1,999,999 0.99% $2,000,000 to $4,999,999 0.90% $5,000,000 to $6,999,999 0.72% $7,000,000 to $9,999,999 0.60% $10,000,000 and above negotiable