Redwood Investment Group, INC

Fee-Only (% of Portfolio)

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.

Assets Under Management$230M
Clients763
Advisors4
Avg. per Client$300K
Avg. per Advisor$58M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and will not exceed an annual maximum of 2.00% of assets under management, billed quarterly in advance.

Fee Estimator
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Location

4 Advisors at this firm

Redwood Investment Group, INC - Fees, AUM & Advisors | TrueAdvisor