Redhawk Wealth Advisors manages investment portfolios and provides financial planning and consulting services for individuals, high-net-worth families, trusts, estates, retirement plans, and charitable foundations. Redhawk offers both discretionary management, where advisors make trades on your behalf without asking first, and non-discretionary management, where you must approve trades in advance. The firm utilizes strategic and tactical asset allocation, alternative investments, and third-party research signals. Redhawk also offers specialized account structures including captive insurance company accounts, Section 529 college savings plans, and retirement accounts. Services are delivered through independent financial advisors who may operate under trade names.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee is 1.75%. Starter accounts with less than $5,000 in assets are assessed a flat annual fee of $50. Fees are negotiable.