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Even the most seasoned adventurer’s require a guide

We understand the investment landscape, can interpret changing financial environments and guide you toward crossing your financial finish line.

Financial Life Planning

A financial guide eliminates noise and confusion, provides discernment and focus for your financial journey. A skilled advisor ensures that all decisions are coordinated with your long-term financial plan. It is a process of continual improvement, fostered by a guide who leads with integrity through decisions, providing tax efficient strategies for generational wealth.

A competent advisor leads you away from financial peril, identifying blind spots during decision-making processes. When you consider the potential consequences of uninformed decisions, a financial guide is priceless. Our evidence-based guidance employs a framework that promotes cost-effective implementation, strategic rebalancing, financial behavior coaching, and a tax sensitive approach that can significantly bolster your financial returns. Like any seasoned guide, our goal is to get you to your destination safely, with some great stories to share from the journey.

Your Ridgeline Wealth Advisor Provides

Integrated Tax & Financial Planning
Investment Analysis
Goals-Based Planning
Risk Management and Insurance Audits
Cash Flow Planning

Investment Management​

As advisors, we combat misconceptions, provide discerning insights and guide you safely through “behavior gaps” around investment management. We reduce emotional volatility and associated investment reactions. We don’t attempt to time the market for big wins, but focus on diversifying your investments across a range of global markets.

As your guide, our goal is to reduce your risk and optimize your investments within market movement. We focus on allocating capital to diverse global markets. Our strategic asset allocation is diversified to reduce risk and time in markets to avoid pitfalls of incorrect timing.

Assets under Management
Annual Fee
$0 – $500,000
1.500%
$501,000 – $1,000,000
1.250%
On the next $1,000,000 up to $2,000,000
.700%
On the next $1,000,000 up to $3,000,000
.500%
On the next $2,000,000 up to $5,000,000
.300%
On the next $5,000,000 up to $10,000,000
.250%
On any amount over 10,000,000
.200%

For Example

An account with $300,000 under management would be billed at 1.500% on the entire balance for $4,500.

$600,000 under management would be billed at 1.250% on the entire balance for $7,500.

An account with $5.5 million under management would be charged 1.250% on the first $1 million, 0.70% on the next $1 million, 0.500% on the third $1 million, 0.300% on the next $2million, and 0.250% on the next $500,000 as illustrated in the table below:

EXAMPLE
Total fees on $5,500,000
$31,500
First $1,000,000
$12,500
Next $1,000,000
$7,000
Next $1,000,000
$5,000
Next $2,000,000
$6,000
Next $500,000
$1,000

Our goal is to get you to your destination safely, with some great stories to share from the journey.

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