Redmount Capital Partners provides investment advice and manages assets for individuals, high net worth individuals, and retirement plans. They offer both discretionary and non-discretionary asset management, investing in cash management accounts and investment portfolios. Redmount also provides financial planning and consulting services on an hourly or fixed-fee basis. They may also provide investment advice about certain privately-issued securities for accredited investors.
Assets Under Management$39M
Clients30
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
These fees are for Investment Portfolios. Cash Management Accounts have a different fee schedule: 0.50% up to $5,000,000 and 0.25% above $5,000,000. The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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