Joseph William Violand

Redtree Investment Group

9 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Redtree Investment Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

343 clients

Average Client Portfolio

$25.3M average

Assets Under Management

$8.7B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $15.0M	0.00%
$15.0M - $30.0M	0.00%
$30M+	0.00%

Schedule shown is for Discretionary - Public Funds. Fees are negotiable and may vary based on factors like asset size and client needs.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

5050 Section Avenue, Suite 420, Cincinnati, OH, 45212

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History

Regulatory History

Clean regulatory record

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.