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Separate Accounts Management is available for clients who would like their accounts handled by The Ridgewood Group. The Ridgewood Group works only on a fee basis and does not charge or participate in commissions or transaction based charges. Our management fees generally consist of a fixed percentage of assets under management and are payable to The Ridgewood Group quarterly based on net assets at the end of each calendar quarter or portion thereof. Client's custody and maintain assets at third party firms of their choice. The Ridgewood Group's clients currently custody their assets primarily at TD Ameritrade Advisor Services, Fidelity Investments/National Financial, and Interactive Brokers. However, clients may also choose to custody their assets at others firms as well. Transaction costs for trades in the client accounts are paid directly to the broker or custodian. Take a look at our Brochure (in PDF format) for more about our approach to Separately Managed Client Accounts. See How to Invest for instructions and forms that you may use to designate The Ridgewood Group as your investment advisor. Click Here To Find Out How to Invest With Us
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