Overridge Wealth Advisors

OverRidge Wealth Advisors is a registered investment adviser firm based in Fort Worth, Texas, established in 2003. The firm offers investment advisory services to individuals, high net worth individuals, business entities, trusts, estates, and charitable organizations. Clients can engage the firm for discretionary or non-discretionary investment advisory services, as well as financial planning and consulting services on a separate fee basis. The firm primarily allocates client investment assets among various securities, mutual funds, and ETFs based on the client's designated investment objectives. OverRidge does not impose a minimum annual fee or asset level requirement. The firm's fee structure is negotiable, with annual investment advisory fees based on a percentage of assets under management, capped at 2.00%. Clients may have fees deducted from their custodial account, and the firm generally recommends Charles Schwab as the broker-dealer/custodian. OverRidge does not accept compensation from the sale of securities and does not engage in performance-based fees. The firm's investment strategies include long-term purchases, short-term purchases, and trading, with a focus on individual equity and fixed income securities. Clients are encouraged to review financial planning issues and account performance annually. OverRidge does not vote client proxies and does not solicit fees in advance exceeding $1,200 per client. The firm has not been subject to disciplinary actions or bankruptcy petitions.