Red Door Wealth Management offers personalized investment advice and financial planning services to individuals, families, and businesses. Their services include portfolio management, financial planning, family office and wealth planning, and pension consulting. They tailor their advice to meet each client's needs and investment objectives, and they may recommend various types of investments, including ETFs, mutual funds, stocks, and bonds.
Assets Under Management$2.5B
Clients836
Advisors10
Avg. per Client$3M
Avg. per Advisor$250M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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