Redbud Advisors offers investment management and wealth advisory oversight services designed to help clients reach their long-term financial goals. The firm builds customized portfolios with a strong focus on tax efficiency, passive investing through exchange-traded funds and mutual funds, and modern portfolio theory. In addition to managing investments, Redbud Advisors provides wealth advisory oversight that covers general financial guidance, insurance reviews, estate planning, trust advisory services, concentrated wealth strategies, family governance, and philanthropy. Portfolios are tailored to each client's specific cash flow needs, risk tolerance, and time horizon. Redbud Advisors primarily serves taxable investors and high-net-worth families, utilizing Charles Schwab & Co. as custodian for client accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
The firm generally charges 0.95% annually on managed assets, though fees are negotiable and may be higher or lower depending on account complexity and size. Wealth advisory oversight may also be charged as a fixed fee ranging from $1 to $250,000 per year.