Redwood Wealth Management offers personalized investment advice and manages investment portfolios for individuals, high-net-worth individuals, corporations, and other business entities. Redwood works with clients to establish financial goals and objectives and then develops a personal investment policy. Redwood may recommend third-party investment managers and monitors their performance to ensure they align with the client's risk tolerance and goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.90% |
Fees are negotiable at the account opening. For separate accounts managed by third-party managers, the combined total fee charged to each client by Redwood and the third-party money manager shall not exceed 2.90% of the client’s assets under management. Redwood's portion of the fee will not exceed 2.40%; 0.50% is paid to the third-party investment manager.