Redwheel

Fee-Only (% of Portfolio)

Redwheel provides investment advisory services primarily to pooled investment vehicles, known as Funds, and separately managed accounts. Redwheel has broad investment authority and may invest in various financial instruments. Redwheel aims to achieve the investment objectives set forth by its clients, utilizing strategies that include investing in developing economies and less established world markets.

Assets Under Management$13B
Clients43
AdvisorsN/A
Avg. per Client$310M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Redwheel manages investments for pooled investment vehicles and separately managed accounts. Fees are based on a percentage of the value of the investments managed. The specific fee schedule is outlined in each client's offering documents or investment management agreement. Redwheel may reduce or waive fees at its discretion.

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Redwheel | TrueAdvisor