Redwood Investment Group offers personalized investment advisory services with a focus on comprehensive portfolio management. Redwood Investment Group designs tailored investment strategies for individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. Redwood Investment Group's services encompass discretionary asset management combined with financial planning and consulting. When building portfolios, Redwood Investment Group may utilize exchange-traded funds, mutual funds, individual stocks and bonds, and alternative investments such as real estate investment trusts. Clients have the ability to place reasonable restrictions on the types of securities held in their portfolios. Redwood Investment Group operates primarily through custodial platforms such as LPL Financial and Charles Schwab, and representatives may also offer insurance products or maintain affiliations with other registered investment advisory firms.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and will not exceed an annual maximum of 2.00% of assets under management, billed quarterly in advance.