Red Griffin Wealth Management provides investment advice and manages client accounts. They offer discretionary and non-discretionary services, including direct portfolio management and portfolio monitoring. Red Griffin also provides investor education and private consultations. Services are tailored to individual client needs and investment objectives.
Assets Under Management$7M
Clients11
Advisors1
Avg. per Client$640K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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