Redwood Financial Planning provides ongoing portfolio management services tailored to each client's needs, primarily using exchange-traded funds and mutual funds. They can manage assets with or without the authority to make trades without asking first. Redwood also offers financial planning services, including retirement planning, tax-related investment planning, and insurance planning. Clients receive written reports with analyses and recommendations.
Assets Under Management$210M
Clients585
Advisors4
Avg. per Client$360K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.20% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable. For clients who maintain accounts at American Funds, the client is charged 0.50% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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