Ridley Cove Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ridley Cove provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities, serving both high‑net‑worth and non‑HNW clients. The firm offers one‑time comprehensive financial reviews as well as ongoing portfolio management that primarily employs exchange‑traded funds and mutual funds, and it also supports held‑away assets through a third‑party platform (Pontera) for workplace retirement accounts.
Investment decisions are guided by forward‑looking capital markets assumptions and a preference for globally diversified model portfolios, including a defined core growth allocation (70% stocks) and a more aggressive allocation (85% stocks); model changes and rebalances are typically made once or twice per year. An internal Allocation Committee meets monthly to review market and economic conditions, and the firm will shift to ETF‑only allocations for smaller accounts to limit transaction costs while using mutual funds where appropriate.
Noteworthy elements for a small, single‑advisor firm include the formal monthly Allocation Committee supported by a senior allocation strategist with institutional experience and the firm’s held‑away discretionary workflow via Pontera that allows management of defined‑contribution accounts without custody. Ridley Cove does not vote client proxies (clients retain voting responsibility), reports about $41.2 million in assets under management, and states no minimum account size.
Client services
Expertise
Fee options
Financial review fee typically $5,000, negotiable
$0 - $2,000,000: 1% annually Over $2,000,000+: 0.5% annually
Minimum fee: $5,000 minimum annual fee Fee-only: Financial review fees typically $5,000, negotiable, may be waived or reduced
Main office
275 Grove Street, Suite 2 400
Newton MA 02466
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Biebel, John Henry · Ridley Cove Financial Advisors 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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