Redwood Coast Financial Partners (RCFP) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. RCFP creates an Investment Policy Statement for each client, outlining their current financial situation. RCFP generally limits its investment advice to mutual funds, ETFs, equities, and fixed income securities.
Assets Under Management$150M
Clients995
Advisors2
Avg. per Client$150K
Avg. per Advisor$76M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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