Red Spruce Capital, LLC

Fee-Only (% of Portfolio)

Red Spruce Capital, LLC is a registered investment advisor founded in June 2011 and based in Berwyn, Pennsylvania. The firm provides customized portfolio management services to individuals, high-net-worth individuals, businesses, trusts, and estates. Red Spruce Capital acts as a registered investment advisor and is legally required to act in your best interest. The firm focuses on fundamental analysis and long-term investing, typically utilizing individual stocks and bonds, as well as low-cost, diversified mutual funds and exchange-traded funds. Red Spruce Capital builds personalized investment portfolios based on each client's individual goals, time horizon, and risk tolerance, and retains the authority to make trades without asking first. In addition to standard portfolio management, the firm may occasionally use options, margin borrowings, and short sales to manage risk or pursue investment strategies.

Assets Under Management$260M
Clients143
Advisors4
Avg. per Client$1.8M
Avg. per Advisor$64M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are 1.00% per annum, paid quarterly in advance. Fees may be negotiable at the sole discretion of Red Spruce Capital.

Fee Estimator
Your Portfolio Value
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Location

4 Advisors at this firm