Robert Redmond is a CFA-designated registered investment advisor at Redmond Asset Management, LLC, based in Henrico, VA, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 298 clients with $540M 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% |
Rates shown are for standard equity strategies. Equity Income strategy rates are 0.85% on the first $2 million, 0.75% on the next $3 million, and 0.50% thereafter. Fixed income strategies are a flat 0.50%. All fees are negotiable and total fees for a client relationship do not exceed 2.00%.
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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