Robert Redmond is a CFA-designated registered investment advisor at Redmond Asset Management, LLC, based in Henrico, VA, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 313 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
These rates apply to Equity Strategies: Core Growth, Conservative Growth, Growth at a Reasonable Price (“GARP”), Global ETF, and Small Cap Core Growth. For Equity Income, the rate on the first $2 million is 0.85%. For Concentrated, the rate is 2.00% flat. For Fixed Income and Municipal Bond, the rate is 0.50% flat. All fees are negotiable.
Fee Estimator
Location
410 North Ridge Road, Suite 100, Henrico, VA, 23229
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Redmond Asset Management, LLC
Previous Registrations
The Capital Management Corporation
State Registrations2 states
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