Red Tortoise provides investment advisory services, wealth management, and financial planning to individuals, trusts, estates, and businesses. Investment advice is tailored to each client's needs. Red Tortoise primarily invests in equities, mutual funds, exchange traded funds, and bonds. Wealth management services include financial planning, estate planning, financial reporting, tax coordination, and insurance coordination. Financial planning services are offered separately to select clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances. Red Tortoise will never charge an annualized fee in excess of 3.00% of assets under management.