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How does the advisor help clients – Key Takeaways:
RIDGEWOOD INVESTMENTS, a top financial advisory firm, offers a wide range of services to help clients achieve their financial goals. With a team of highly experienced professionals, the firm is dedicated to providing personalized and comprehensive financial advice to individuals, families, and businesses.
Facts and Insights
Founded in 1995, RIDGEWOOD INVESTMENTS has been in the business for over 25 years. With a strong focus on client satisfaction and long-term relationships, the firm has built a reputation for delivering excellent financial services. As of 2021, the firm manages over $2 billion in assets under management and has a team of 10 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 1995 | 10 | $2 billion |
Financial Services Offered
The advisors at RIDGEWOOD INVESTMENTS offer a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and insurance planning. The firm also helps clients with college savings, budgeting, and debt management.
Client Types
RIDGEWOOD INVESTMENTS caters to a diverse clientele, including high net worth individuals, families, and small businesses. The firm also works with clients from various industries, including healthcare, technology, and education.
Fees & Compensation
RIDGEWOOD INVESTMENTS charges a percentage of the assets under management as their fee, typically ranging from 0.75% to 1.5%. However, the firm may also charge hourly or flat fees for specific services. The firm has a fiduciary duty, meaning they are legally obligated to act in the best interest of their clients.
Background
Based in New York, RIDGEWOOD INVESTMENTS has a team of experienced advisors with diverse backgrounds and expertise. The firm is registered with the Securities and Exchange Commission (SEC) and holds all necessary licenses and certifications to provide financial advice to clients.
Financial Advisor Disclosures to Know
RIDGEWOOD INVESTMENTS has a clean record with no disciplinary actions or complaints from clients. The firm prides itself on transparency and adhering to all regulatory requirements to ensure the best possible service for their clients.