Redwheel

Fee-Only (% of Portfolio)

Redwheel primarily manages investments for pooled investment vehicles, often called Funds. They can invest in a wide variety of financial instruments. Redwheel also manages investments for separately managed accounts. Redwheel does not tailor its advisory services to the individual needs of investors in the Funds, but may tailor its advisory services to the individual needs of its Managed Accounts.

Assets Under Management$4.5B
Clients11
AdvisorsN/A
Avg. per Client$410M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Redwheel charges a percentage of the value of your portfolio. The specific percentage is outlined in each client's offering memorandum or investment management agreement. Redwheel may reduce or waive the fee at its discretion.

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