Red Swan Private Client

Fee-Only (% of Portfolio)

Redswan PC, Inc. offers ongoing portfolio management services including investment strategy, asset selection, asset allocation, and real estate tokenization. RPI primarily recommends commercial real estate equity, but may use other securities to diversify portfolios. Clients select which commercial real estate equity securities to participate in based on their return and risk objectives.

Assets Under Management$170M
Clients7
Advisors3
Avg. per Client$24M
Avg. per Advisor$55M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Advisors at this firm