Red Lady Capital Management is a registered investment advisor providing continuous portfolio management services based on each client's unique needs. RLCM identifies client objectives, risk tolerance, and liquidity needs through personal discussions and creates an Investment Policy Statement. RLCM manages portfolios on a discretionary basis, executing day-to-day transactions without prior client consent. Clients can impose investment restrictions.
Assets Under Management$88M
Clients155
Advisors1
Avg. per Client$570K
Avg. per Advisor$88M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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