Redwood Park Advisors provides personalized investment advisory and financial planning services to individuals, high net worth individuals, trusts, estates, and businesses. Founded in California, Redwood Park Advisors operates as a registered investment advisor and acts in a fiduciary capacity, meaning the firm is legally required to act in your best interest. The firm offers comprehensive portfolio management, standalone asset management, financial planning, and retirement plan consulting. Investment portfolios are custom-built using individual stocks and bonds, exchange-traded funds, mutual funds, options, and other public and private securities. Redwood Park Advisors continuously monitors and rebalances client portfolios and may utilize independent third-party money managers through programs like Charles Schwab. The firm's planning services cover retirement, taxes, estate planning, charitable giving, education funding, and real estate analysis. Redwood Park Advisors does not require a minimum investment or account size to open an account, though the firm retains the right to decline any client on a case-by-case basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is up to 1.25% for Asset Management and up to 1.50% for Comprehensive Portfolio Management. Fees are negotiable.