Overview

Headquarters
Raleigh, NC
Total Firm Assets
$189 million
Average High-Net-Worth Client Portfolio Size
$2.1 million

Fee Disclosure

Source: RIDGELINE WEALTH ADVISORS, LLC ADV PART 2A AND 2B (2026-07-14) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.50%
$500,001 $1,000,000 1.25%
$1,000,001 $5,000,000 0.70%
$5,000,001 $10,000,000 0.55%
$10,000,001 $25,000,000 0.40%
$25,000,001 $50,000,000 0.35%
$50,000,001 and above 0.25%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $13,750 1.38%
$5 million $41,750 0.84%
$10 million $69,250 0.69%
$50 million $216,750 0.43%
$100 million $341,750 0.34%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
78.43%
Number of High-Net-Worth Clients
71
Total Client Accounts
709
Discretionary Accounts
709

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number
284843
  • RIDGELINE WEALTH ADVISORS, LLC ADV PART 2A AND 2B (2026-07-14) (fee schedule source) · View brochure text

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

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