Redfield, Blonsky & Starinsky, LLC

Fee-Only (% of Portfolio)

Redfield, Blonsky & Starinsky, LLC is a registered investment advisor offering discretionary portfolio management services. They work with individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They customize investment portfolios based on client's risk tolerance and investment objectives, monitoring and making changes as needed. The firm primarily advises on equity securities, warrants, corporate debt securities, mutual funds and ETFs, and other investments.

Assets Under Management$59M
Clients125
Advisors2
Avg. per Client$470K
Avg. per Advisor$30M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The rate charged to new customers is rarely negotiable. However, the firm may have previous arrangements with long term clients, employees and family, where a rate less than 1% is charged.

Fee Estimator
Your Portfolio Value
$500K
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Location

2 Advisors at this firm

Redfield, Blonsky & Starinsky, LLC | TrueAdvisor