Our business is built on transparency and honesty. We’re always available to answer questions and provide insight to our services. Below you’ll find an outline of our core services and clarity on the fees we charge. If you’d like to know more, we’re happy to talk with you.
Like many financial advisory firms out there, we offer a range of investment services, offer advice on various aspects of investing, and intelligently managing money. We have years of experience working with clients of all levels of financial sophistication, and are licensed and regulated in our day-to-day operations.
Below is a list of common services we offer; however, this list is not exhaustive as we strive to understand and serve each client’s unique needs. If you have specific questions, we’d love to discuss them with you.
| Portfolio Value | Annual Fee (%) |
|---|---|
| Up to $2,000,000 | 0.90% |
| Between $2,000,000 and $5,000,000 |
0.70% |
| Above $5,000,000 | 0.40% |
NOTES ON FEES
Our fees are tiered based upon asset level (for example a household with $2.5 million in assets under management would pay .90% on the first $2.0 million and .70% on the remaining $.5 million).
We generally impose a minimum annual fee of $10,000. We do not currently have any minimum portfolio size requirements.
You achieve clarity.
Live your life now, and when you think about the future, be confident you’ll end up exactly where you want to be.
You feel empowered.
Know your financial strategy incorporates layers of hard evidence and is designed around your true needs and wants.
You gain a partner.
Work with a fiduciary advisor who puts your interests first and gets to the core of your values and goals to collaborate as life happens.
“Price is what you pay.
Value is what you get.”-Warren Buffett
Office Address
259 East Michigan Avenue
Suite 105
Kalamazoo, MI 49007
Telephone
269.381.1700
Clear Ridge Wealth Management is registered with the U.S. Securities and Exchange Commission. Handy compliance documents can be downloaded to the right. Not seeing what you're looking for? Contact us for help.
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