Ridgepoint Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ridgepoint Wealth Partners LLC provides wealth management and financial planning to individuals, high‑net‑worth clients, charitable organizations, and businesses. The firm delivers investment management on a discretionary or non‑discretionary basis and also offers standalone ongoing financial planning and separate tax preparation services performed by supervised personnel.
The firm emphasizes asset allocation and a blend of active and passive strategies informed by fundamental analysis and modern portfolio theory, and it can implement model‑based portfolios through custodian platforms. Ridgepoint routinely recommends and monitors third‑party outside managers for portions of client portfolios and accommodates reasonable, written client‑imposed investment restrictions.
Distinctive for its registration profile, Ridgepoint offers standalone ongoing financial planning on a fixed‑fee basis and provides portfolio management for individual clients—services that are less common among similarly categorized firms—while disclosing that it does not serve as an adviser to private funds. The adviser operates on a fee‑only basis, does not accept transaction‑based compensation, and describes its use of custodial platforms and outside managers when constructing and supervising client accounts.
Client services
Expertise
Occupation focus
Fee options
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.40% Over $50,000,000+: 0.30%
Fee-only: Ongoing Financial Planning annual fixed fee ranges from $25,000 to $100,000, paid quarterly in advance; initial plan fee up to $25,000 (may be reduced or waived). Fixed fee for wealth management (alternative to tiered fees) ranges from $100,000 to $400,000 annually.
Main office
Rancho Palos Verdes CA
Advisors at this office
1
Most active in
California
Also doing business as
Ridgepoint Wealth Partners LLC · Ridgepoint Wealth Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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