West Ridge Advisors Fees & Minimum

Overview

Headquarters: Henderson, NV
Total Firm Assets: $396 million
Average High-Net-Worth Client Portfolio Size: $2.1 million

Fee Disclosure

Source: WRA FORM ADV PART 2 - MARCH 2026 (2026-04-01) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.50%
$500,001	$1,000,000	1.25%
$1,000,001	$10,000,000	1.00%
$10,000,001	$20,000,000	0.75%
$20,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$13,750	1.38%
$5 million	$53,750	1.08%
$10 million	$103,750	1.04%
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 28.84%
Number of High-Net-Worth Clients: 55
Total Client Accounts: 1,405
Discretionary Accounts: 1,140
Non-Discretionary Accounts: 265

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 282718

WRA FORM ADV PART 2 - MARCH 2026 (2026-04-01) (fee schedule source) · View brochure text

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

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West Ridge Advisors