Redwood Wealth Management Group, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Redwood Wealth Management Group offers personalized financial planning and investment management services. Financial planning involves gathering client information to create a plan tailored to their goals. Asset management is provided on a discretionary or non-discretionary basis, with a minimum account size of $250,000, which can be waived. Redwood also offers estate planning services through a third-party software tool called Trust & Will.
Assets Under Management$280M
Clients430
Advisors3
Avg. per Client$660K
Avg. per Advisor$94M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and can be higher or lower based on the nature of the account, size of the account, participation in the Wrap program, and complexity of asset structures.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...