RedTree Investment Group offers investment advice and manages portfolios, primarily focusing on fixed-income investments. They tailor their services to each client's needs, considering their investment goals and objectives. RedTree's services include portfolio management, asset allocation recommendations, research on individual securities, investment consulting, and financial planning. They primarily serve public entities but also work with individuals and other organizations.
Assets Under Management$9.7B
Clients373
Advisors6
Avg. per Client$26M
Avg. per Advisor$1.6B
www.linkedin.com/company/redtree-investment-group ·www.redtreeinv.com ·www.redtreeinvestmentgroup.com
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 0.25% |
| $15.0M - $30.0M | 0.20% |
| $30M+ | 0.15% |
Fee schedule shown is for Institutional accounts. Public Funds fee schedule is: On the first $15,000,000: 0.20%, On the next $15,000,000: 0.15%, Over $30,000,000: 0.10%. Non-discretionary and consulting fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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