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20130 Lakeview Center Plaza, Suite 400, Ashburn, VA 20147

(703) 840-5500
info@allridgewealth.com
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Management Fees

Management Fees

Allridge Wealth is a fee-only firm.  Our fee is based upon an annual percentage of assets managed. This fee covers our entire comprehensive wealth management service without any separate fees for financial consulting. In this way, we are compensated by growing your assets rather than selling proprietary products or commission-driven services. We believe this is the best way to put both of us on the same side of the table.

Our fee is automatically deducted on a quarterly basis from your predesignated account. The fee is assessed in arrears on the last business day of each calendar quarter—in March, June, September and December. (Example: 1% annual fee/0.25% per quarter) You will receive an invoice each quarter specifically outlining the fee calculation.

Our tiered fee schedule is structured to provide a discounted rate as your assets grow:

Fee Schedule:

Assets under management fees are based upon the following schedule:

  • 1% of assets from $1 to $1,500,000.00
  • .75% of assets from $1,500,000.01 to $2,500,000.00
  • .50% of assets from $2,500,000.01 to $4,000,000
  • .45% for all assets exceeding $4,000,000.01 

Minimums

To begin an advisory relationship with us, our minimum is typically $1 million, except for current clients and their families.  Accounts may be aggregated to meet the $1 million minimum relationship size.  Allridge Wealth may waive its $1 million requirement based upon certain criteria (i.e. anticipated future earning capacity, future additional assets, related accounts and client circumstance.)

Transaction Fees 

We use no-load mutual funds and ETFs (Exchange Traded Funds) as our main investment vehicles. Charles Schwab & Co. may charge a flat transaction fee for some of these vehicles, but not all. For transactions that have a fee, we’ve negotiated a fee lower than the retail rate for our clients. 

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