Redwood Grove Wealth Management (RGWM) provides investment management and financial planning services. RGWM manages investment portfolios based on clients' goals, typically using passive index mutual funds and exchange-traded funds (ETFs). Financial planning services cover retirement, tax, investment, education funding, risk management, estate planning, charitable giving, and employee benefits. RGWM is compensated solely by client fees and manages assets on a discretionary basis.
Assets Under Management$130M
Clients71
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$66M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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