Eagle Ridge Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$52,483,000
Total clients
53
62% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
53
Average account size
$990,245
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
Fixed financial planning fees from $500 to $20,000
$0 - $499,999: 1.5% $0 - $1,000,000: 1.0% $1,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50% $0 - $300,000: 1.0% $300,000+: 0.50%
Commission-based compensation from affiliated insurance agency for insurance product sales
Hourly financial planning fees ranging from $200 to $300 per hour
20% of gain in asset value with an 80% gain preservation and a high-water mark; charged quarterly to qualified clients
Minimum fee: Minimum annual service fee of $2,500 for Employee Benefit Plan Services Fee-only: Fixed fees from $500 to $20,000 for Financial Planning; ongoing monthly fees $100-$1,000 for Comprehensive Financial Planning; hourly fees $200-$300 per hour for Financial Planning
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Eagle Ridge Wealth Advisors
Morton IL, United States
Number of offices
1
Forms ADV
Quick links
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