Red Mountain Financial, LLC offers hourly financial planning services tailored to each client's financial situation and goals. They also provide asset management services, creating customized portfolios using stocks, bonds, and exchange-traded funds. Red Mountain offers both non-discretionary and discretionary investment management. The firm recommends clients seek separate advice from attorneys, CPAs, real estate brokers, and insurance companies to avoid conflicts of interest.
Fee Structure
Red Mountain Financial manages investments for a fee that varies between 0.25% and 0.75% annually, excluding certificates of deposit and cash. Fees are negotiable. As an alternative, Red Mountain offers a flat annual fee between $1,500 and $25,000, which will not exceed 0.75% of the total assets under management. The flat fee is based on the time required to serve each client yearly. Fees are normally billed quarterly in arrears.