Redemption Capital Partners offers investment advice and financial planning to individuals and other clients. They create tailored investment portfolios using stocks, bonds, ETFs, and other securities. They also offer financial planning services covering retirement, estate, tax, education, and business planning. Redemption Capital Partners uses third-party investment managers and Schwab's Institutional Intelligent Portfolios platform.
Assets Under Management$240M
Clients99
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Redemption Capital Partners offers several investment management options:
- Asset Management: The annual fee will not exceed 1.50% of your portfolio. Fees are negotiable.
- Institutional Intelligent Portfolios™: The annual fee will not exceed 1.50% of your portfolio. Fees are negotiable. A $5,000 minimum investment is required.
- Separately Managed Account Services (SMA): Program fees may be up to 3.00%.
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