Red Meadow Advisors manages investment portfolios for individual clients, tailoring strategies to their specific circumstances. They create investment policy statements to document risk tolerance, financial goals, and portfolio strategy. Red Meadow also offers financial planning on an hourly or flat-fee basis, covering areas like insurance, investments, tax, retirement, education, and estate planning. Red Meadow's primary business is discretionary portfolio management.
Assets Under Management$6.6M
Clients17
Advisors1
Avg. per Client$390K
Avg. per Advisor$6.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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