Red Mountain Financial Partners provides investment advice and financial planning services. This includes creating investment strategies, developing personal investment policies, asset allocation, and regular portfolio monitoring. Financial planning covers retirement, education, major purchases, divorce, insurance, estate planning, cash flow, wealth accumulation, and business succession. Investment recommendations are tailored to each client's needs.
Fee Structure
Red Mountain Financial Partners manages your investments for a fee based on a percentage of the value of your portfolio, up to 1.5% per year. This fee is calculated each quarter based on the value of your portfolio at the end of the previous quarter. You can choose to have Red Mountain Financial Partners make investment decisions for you, or you can make your own decisions.