Andrew Redlick is a CFP-designated registered investment advisor at Investment Growth Management, INC, based in Clayton, CA, with 12 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 71 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IGM offers two investment plans:
Plan 1: Lump Sum Investing
Fees are a percentage of your portfolio's value, calculated quarterly:
- $0 - $1,499,999: 1.00% per year
- $1,500,000 - $3,000,000: 0.80% per year
- $3,000,000 - $5,000,000: 0.70% per year
- $5,000,000 - $10,000,000: 0.60% per year
- Above $10,000,000: 0.50% per year
Plan 2: Automatic Dollar Cost Averaging Savings Plan
The fee is 0.22% of your portfolio's value, calculated quarterly.
Location
Clayton, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Investment Growth Management, INC
State Registrations1 state
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