Ripple Ridge Enterprises LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ripple Ridge Enterprises LLC serves individual and high-net-worth clients with comprehensive financial planning, ongoing portfolio management, and retirement plan consulting for businesses. The firm also recommends third‑party investment advisers and implements a range of investments that can include mutual funds, ETFs, private placements, non‑traded REITs and first trust deeds.
The firm follows an asset‑allocation process to build individualized portfolios and provides both discretionary and non‑discretionary management with regular monitoring and annual reviews. When appropriate, the firm refers clients to third‑party advisers and discloses that it may receive a portion of those advisers’ management fees (up to 50%) under solicitor arrangements.
Notable for a solo adviser, the firm’s principal is also a licensed life and health insurance agent and provides accounting and tax‑preparation services, each of which may be recommended to clients and can create conflicts of interest; the firm states clients are not required to use those services. Operating at a modest scale (roughly $11.5 million in assets under management and under 40 clients), the firm commonly uses illiquid real‑estate related investments and may co‑invest alongside clients in certain private lending or real estate arrangements.
Client services
Expertise
Fee options
Up to $2,500 fixed fee for comprehensive written financial plan (negotiable)
$0 - $500,000: 1.50% $500,000+: 1.00%
$350 per hour for single topic financial planning services (negotiable)
Main office
6345 Joliet Road
Countryside IL 60525
Advisors at this office
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
Forms ADV
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