Red Mountain Financial Partners provides personalized investment management and financial planning services primarily for individuals and high-net-worth clients. Founded in 2014 and based in Durango, Colorado, Red Mountain Financial Partners builds customized portfolios using stocks, bonds, exchange-traded funds, mutual funds, and options, relying heavily on technical analysis. Investment management services cover asset allocation, security selection, and regular portfolio monitoring, with advice tailored to each client's specific goals, time horizon, and risk tolerance. In addition to managing investments, Red Mountain Financial Partners offers comprehensive financial planning covering retirement, education funding, estate planning, tax strategies, cash flow management, and business succession, as well as focused hourly consulting. The firm coordinates custody and trade execution through LPL Financial.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee of 1.5% of assets under management. Exact fees are negotiable and detailed in the client agreement.