Overview

Headquarters
Mesa, AZ
Total Firm Assets
$173 million
Average High-Net-Worth Client Portfolio Size
$2.2 million

Fee Disclosure

Source: RIDGELINE PRIVATE WEALTH ADV2AB (2026-02-04) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.55%
$500,001 $1,000,000 1.35%
$1,000,001 $3,000,000 1.15%
$3,000,001 $5,000,000 0.95%
$5,000,001 $7,000,000 0.85%
$7,000,001 $10,000,000 0.75%
$10,000,001 and above 0.65%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $14,500 1.45%
$5 million $56,500 1.13%
$10 million $96,000 0.96%
$50 million $356,000 0.71%
$100 million $681,000 0.68%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
77.59%
Number of High-Net-Worth Clients
60
Total Client Accounts
627
Discretionary Accounts
596
Non-Discretionary Accounts
31

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
318258
  • RIDGELINE PRIVATE WEALTH ADV2AB (2026-02-04) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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