Redwing Financial provides personalized investment management and financial planning services to individuals, families, retirement plans, trusts, and businesses. Founded in 2018 and led by Dina Renee Wirth, Redwing Financial offers continuous portfolio management on a discretionary basis, tailoring strategies to each client's specific goals, risk tolerance, and time horizon. In addition to managing investments through a wrap fee program, Redwing Financial offers extensive financial planning, education, and life coaching covering areas such as retirement, estate settlement, education funding, healthcare, divorce, and business planning. The firm generally recommends utilizing the brokerage and clearing services of LPL Financial for asset management accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Fees range from 0.50% to 1.25% depending on asset level and investment objective. Accounts under $25,000 in routine automatic investment programs may be free until reaching $25,000.