REDW Wealth offers personalized financial planning, investment management, and wealth management services. They work with individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and Native American tribes. Their advice covers financial objectives, cash flow, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. REDW Wealth is a fee-based firm, meaning they only receive revenue from clients and do not accept commissions.
Fee Structure
REDW Wealth charges an annual fee based on a percentage of the assets they manage for you. This fee typically ranges from 0.5% to 1.75% depending on the size and complexity of your portfolio, and the scope of services provided. Fees may be negotiable based on the complexity of the accounts, the degree of active management, the need for additional work requested, or the inclusion of other advisory services. Large clients, retirement plans, and nonprofits may negotiate a non-tiered fee. Current client relationships may exist where the fees are higher or lower than the typical range.