Assets Under Management
$8.7B
Number of Clients
343
Number of Advisors
5
Average Client AUM
$25.3M
AUM per Advisor
$1.7B
Compensation
Fee-Only (AUM)Fixed/Hourly
RedTree Investment Group provides portfolio management, asset allocation, and investment consulting. They focus on fixed-income investments, including government and corporate bonds. Services are tailored to each client's needs, considering investment goals and liquidity needs. They manage discretionary and non-discretionary accounts.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $15.0M | 0.00% |
| $15.0M - $30.0M | 0.00% |
| $30M+ | 0.00% |
Schedule shown is for Discretionary - Public Funds. Fees are negotiable and may vary based on factors like asset size and client needs.
5050 Section Avenue, Suite 420, Cincinnati, OH, 45212