Redwood Grove Wealth Management manages investment portfolios and offers comprehensive financial planning for individuals and families. The firm focuses on passive investing through index mutual funds and exchange-traded funds, emphasizing diversification, long-term strategic allocations, and tax-efficient investing. In addition to managing investments, Redwood Grove Wealth Management provides personalized financial planning covering retirement, taxes, investment planning, education funding, risk management, estate planning, charitable giving, and employee benefits such as stock options. Redwood Grove Wealth Management operates independently, accepting fees solely from clients without commissions or product sales.
Fee Structure
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% |
Fees are subject to negotiation. New clients are subject to a minimum annual fee of $10,000, while clients who joined prior to 2026 maintain a $5,000 minimum.