Ridge Capital Advisors, LLC
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)
About This Firm
Ridge Capital Advisors, L.L.C. provides discretionary investment management services and may refer clients to third-party investment advisors like Brookstone Capital Management, LLC. They also offer ERISA fiduciary and non-fiduciary services to retirement plans. The firm offers insurance products for sale such as individual life insurance and fixed and fixed index annuities.
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
Investment management fees are based on a percentage of assets under management. For accounts not held at American Funds Service Company, fees range from 1.25% on assets less than $250,000, down to 0.50% on assets over $5,000,001. For accounts held at American Funds Service Company, the annual fee is 0.5%. The firm may receive referral fees from third-party investment advisors. Retirement plan services are offered with fees ranging from 0.25% to 0.75% of plan assets or at an hourly rate of up to $250 per hour.
Areas of Practice
Location
10371 N. Oracle Rd., Suite 102, Oro Valley, AZ, 85737