Rede Wealth provides financial planning and manages investment portfolios for individuals, trusts, estates, charities, corporations, and business entities. Rede Wealth evaluates a client's financial situation and designs an investment plan to achieve their goals. They primarily invest client assets in exchange-traded funds, stocks, and independent investment managers, and may also use mutual funds, bonds, and other investments. Rede Wealth tailors its services to each client's needs and objectives.
Fee Structure
Rede Wealth charges an annual fee for managing your investments, which typically ranges from 0.30% to 1.25% of the value of your portfolio. Alternatively, you may pay a flat annual fee ranging from $0 to $10,000, depending on the size and composition of your portfolio and the services provided. The fee is calculated each quarter, in advance, based on the value of your investments on the last day of the previous quarter. The fee may be negotiable.