Overview
- Headquarters
- Beaverton, OR
- Total Firm Assets
- $216 million
- Average High-Net-Worth Client Portfolio Size
- $2.4 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: NORTH RIDGE FORM ADV PART 2A (2026-02-22) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 0.90% |
| $1,000,001 | $2,000,000 | 0.80% |
| $2,000,001 | $3,000,000 | 0.70% |
| $3,000,001 | $4,000,000 | 0.60% |
| $4,000,001 | $5,000,000 | 0.50% |
| $5,000,001 | $6,000,000 | 0.40% |
| $6,000,001 | and above | 0.30% |
Stated Minimum Annual Fee: $12,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,000 | 1.20% |
| $5 million | $35,000 | 0.70% |
| $10 million | $51,000 | 0.51% |
| $50 million | $171,000 | 0.34% |
| $100 million | $321,000 | 0.32% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 78.81%
- Number of High-Net-Worth Clients
- 70
- Total Client Accounts
- 559
- Discretionary Accounts
- 559
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 157516
- NORTH RIDGE FORM ADV PART 2A (2026-02-22) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗