Redwood Financial Network offers financial planning and investment management services. Financial planning covers retirement, investment, estate, cash flow, risk management, education, tax, insurance, and philanthropic planning. Investment management includes Redwood Asset Management (RAM), Strategic Wealth Management (SWM), and third-party advisory programs through LPL Financial. Redwood also provides retirement plan consulting and advisory services to plan sponsors.
Fee Structure
Redwood Financial Network charges an annual fee ranging from 0.50% to 2.5% of your portfolio for investment management services. This fee is negotiable, so clients with similar investments may pay different rates. The fee covers account management, brokerage, clearance, custody, and administrative services if you are in a wrap fee program. Fees are deducted quarterly in advance. You can terminate the service at any time and receive a pro-rata refund.