REDW Wealth is a registered investment advisor that provides personalized financial planning, investment management, and wealth management services to individuals, families, pension and profit sharing plans, trusts, estates, charitable organizations, small businesses, and Native American tribes. Founded in 1997, the firm uses a strategic asset allocation approach, investing primarily in exchange-traded funds and no-load mutual funds, while also offering guidance on cash flow management, tax planning, retirement planning, insurance reviews, education funding, and estate planning. REDW Wealth operates as a fee-based firm, meaning its revenue comes directly from clients rather than commissions on products like insurance or mutual funds. The firm acts in a fiduciary capacity for retirement accounts, putting clients' best interests first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees typically range from 0.5% to 1.75% of assets under management depending on account size, complexity, and scope of services. Fees are negotiable.