BL
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
129 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$180.4M
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $6.0M | 0.40% |
| $6M+ | 0.30% |
Minimum annual advisory fee of $12,000. Family members of North Ridge employees and certain legacy clients may pay a lower minimum fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$12,000
You'll pay an annual fee based on your portfolio size (see rates in table). For example, a client with a $1,500,000 portfolio would be billed ¼ of 0.90% on the first $1,000,000 and ¼ of 0.80% on the remaining $500,000. North Ridge charges a minimum annual advisory fee of $12,000, but this may be reduced or waived at their discretion.
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
8285 SW Nimbus Avenue, Suite 155, Beaverton, OR, 97008
Get directionsRegulatory History (1)
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Customer Dispute
July 2023Settled
Employment History
Current Registrations
North Ridge
May 2011 - Present · 14 yrs 8 mos
Previous Registrations
Headwater Investment Consulting,inc.
November 2004 - July 2011 · 6 yrs 8 mos
State Registrations4 states
CAORTXWA
Advisor
Exams
No exam information available for this advisor.