Ridgeback Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“Such relationships will be documented in writing and Ridgeback Capital Management will charge an hourly rate of between $150 and $250 per hour for such services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Ridgeback Capital Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Smith Group requires payment in arrears at the beginning of each calendar quarter.”
• “Clients in the Managed Account Program will be charged an annual fee that will be charged quarterly in advance (the “Advisory Fee”) based on a percentage of assets under management and based on actual days in the previous quarter.”
• “Management fees shall be prorated for each capital contribution and withdrawal made during the applicable calendar quarter (with the exception of de minimis contributions and withdrawals as determined by Ridgeback Capital Management).”

How Ridgeback Capital Management’s fees compare

• Its hourly rate of $150-$250 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
• None of the 2 other planners in Bellaire that publish an hourly rate charge less.

About Ridgeback Capital Management

• Firm size: 3 employees.
• Founded: 1999 (27 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

113

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$171,494,579

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

113848

Website

ridgebackcm.com (opens in new tab)

Phone

(713) 667-4026

Other planners in Bellaire that publish fees

• Pivot Point Advisors, LLCBellaire$250/hr, $3,900
• Rexford CapitalBellaire$300⁠-⁠$500/hr
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000

Compare all 5 planners in Bellaire