North Ridge
Assets Under Management
$180.4M
Number of Clients
129
Number of Advisors
3
Average Client AUM
$1.4M
AUM per Advisor
$60.1M
Compensation
Fee-Only (AUM)
About This Firm
North Ridge Wealth Advisors provides fee-only financial planning and investment management services. They create diversified portfolios using mutual funds, ETFs, stocks, and bonds. They act as a fiduciary, putting client interests first. Services are tailored to each client's objectives, goals, and needs.
Fee Structure
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
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
Location
8285 SW Nimbus Avenue, Suite 155, Beaverton, OR, 97008
