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How does the advisor help clients – Key Takeaways:
RIDGEWOOD CAPITAL MANAGEMENT is a professional financial management firm that prides itself on providing expert advice and guidance to its clients. Clients can expect a wide range of financial services, personalized attention, and a commitment to helping them achieve their financial goals.
Facts and Insights
Based in New York City, RIDGEWOOD CAPITAL MANAGEMENT has been in business since 2010. With over a decade of experience, the firm has a wealth of knowledge and insights into the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 11 years |
Financial Services Offered
RIDGEWOOD CAPITAL MANAGEMENT offers a variety of financial services to its clients, including investment management, financial planning, and retirement planning. The firm also provides advice on tax strategies and estate planning.
Client Types
The firm caters to a diverse range of clients, including high-net-worth individuals, families, corporations, and institutions. RIDGEWOOD CAPITAL MANAGEMENT works closely with each client to create a customized financial plan that meets their specific needs and goals.
Fees & Compensation
RIDGEWOOD CAPITAL MANAGEMENT charges fees based on a percentage of assets under management. This fee-only structure ensures that the interests of the firm and the clients are aligned. The firm does not receive any compensation from third-party providers, so clients can trust that their advisors have their best interests at heart.
Background
RIDGEWOOD CAPITAL MANAGEMENT was founded by a team of experienced financial advisors with a passion for helping others achieve financial success. With a commitment to ongoing education and staying abreast of industry developments, the advisors at RIDGEWOOD CAPITAL MANAGEMENT are well-equipped to provide top-notch financial advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, RIDGEWOOD CAPITAL MANAGEMENT adheres to all legal and ethical standards set forth by the Securities and Exchange Commission. The firm is committed to transparency and ensures that all clients are aware of any potential conflicts of interest that may arise.