Redmond Asset Management, LLC manages domestic equity and fixed income portfolios for individual and institutional investors. The firm focuses on identifying publicly traded equity securities using bottom-up, fundamental research to build diversified, long-term portfolios. Redmond Asset Management offers both discretionary and non-discretionary portfolio management through separately managed accounts, wrap fee accounts, and unified managed accounts. The firm tailors portfolios to individual client needs, considering taxes, income, liquidity requirements, and risk tolerance, and allows clients to place specific restrictions on their accounts. Additionally, Redmond Asset Management provides limited financial planning services solely as part of determining the appropriate investment policy and strategy for the client, with no additional fee charged for this service.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Rates shown are for standard equity strategies. Equity Income strategy rates are 0.85% on the first $2 million, 0.75% on the next $3 million, and 0.50% thereafter. Fixed income strategies are a flat 0.50%. All fees are negotiable and total fees for a client relationship do not exceed 2.00%.