Investment Counselors of Redlands manages investment portfolios and provides ongoing investment advice for individuals, families, trusts, charitable organizations, and businesses. Investment Counselors of Redlands designs custom portfolios utilizing mutual funds, exchange-traded funds, closed-end funds, individual stocks, and government bonds, tailoring strategies to each client's specific risk tolerance and time horizon. Upon request, Investment Counselors of Redlands also provides retirement projections for individual clients. The firm operates on a discretionary basis, meaning professionals make day-to-day investment decisions on the client's behalf within agreed-upon guidelines. Investment Counselors of Redlands requires a minimum account size of $100,000, though family accounts can be combined to meet this minimum, and minimums may be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and may be reduced based on anticipated future additional assets, dollar amount of assets managed, family account aggregation, or pre-existing relationships.