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Ayodeji Egbeyemi

6 Years of Experience
Santa Monica, CA

Ayodeji Egbeyemi is a registered investment advisor at Redwood Wealth Management, LLC, based in Santa Monica, CA, with 6 years of industry experience. Ayodeji operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 434 clients with $490M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
434 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$493.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.90%

Fees are negotiable at the account opening. For separate accounts managed by third-party managers, the combined total fee charged to each client by Redwood and the third-party money manager shall not exceed 2.90% of the client’s assets under management. Redwood's portion of the fee will not exceed 2.40%; 0.50% is paid to the third-party investment manager.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 Wilshire Blvd, Suite 260, Santa Monica, CA, 90401

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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.

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Employment History
Current Registrations
Redwood Wealth Management, LLC
October 2019 - Present · 6 yrs 7 mos
State Registrations1 state
CA
Advisor

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Exams
No exam information available for this advisor.