Veronica Redfield
Veronica Redfield is a registered investment advisor at Retirement Resource Wealth Management, LLC, based in West Fargo, ND, with 11 years of industry experience. Veronica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 336 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Retirement Resource offers investment management through Orion Portfolio Solutions and Gradient Investments.
Orion Portfolio Solutions:
- Charges 1% annually of the assets managed. This fee is negotiable.
Gradient Investments:
- Strategic, Tactical, Allocation & Defined Outcome Portfolios: 1.60% annually.
- Preservation Portfolios: 1.00% annually.
- Private Wealth Portfolios: 1.50% annually.
Retirement Resource receives a portion of these fees. Fees are assessed quarterly in arrears. There is also a $15 quarterly service fee for technology and reporting.
Location
3331 Oak Ridge Pond Way East, West Fargo, ND, 58078
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Veronica assists federal employees with benefits, retirement, and insurance sales at Fed Resource ND, taking about half of her time. She also works as a water aerobics instructor and owns commercial rental properties, dedicating minimal time to these activities.
Employment History
Current Registrations
Retirement Resource Wealth Management, LLC
Previous Registrations
Gradient Advisors, LLC
State Registrations3 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.