Redgrove Capital offers continuous investment supervisory services through individual, separately managed accounts. They meet with clients to review their goals, risk tolerance, and current investments, then construct a tailored investment plan. Redgrove requires authority to make trades without asking first. They recommend portfolios of exchange-listed securities and cash equivalents. Redgrove does not offer financial planning.
Assets Under Management$9M
Clients13
Advisors1
Avg. per Client$690K
Avg. per Advisor$9M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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