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Frequently Asked Questions

1. What are your fees?

Our standard advisory fee is based on the market value of the assets under management and for households with accounts over $500,000 is calculated as follows:

Account Value
Annual Advisory Fee
$0 - $1,000,000
1.0%
$1,000,001 - $4,000,000
.75%
$4,000,001- $8,000,000
.50%
$8,000,000 and above
.35%

Our fee for households with accounts under $500,000 is 1.2%.

2. What if something happens to Tim, as my advisor?

You will always have access to your money directly with the custodian by phone and through your online portal. Ownership of Eagle Ridge Wealth Advisors will transition to a local firm with similar values that we have preselected.