Redpoint Investment Advisors offers portfolio management and financial consultation services. Investment strategies are customized based on a client's financial goals, risk tolerance, and time horizon. Financial consultation services are offered on a one-time or ongoing basis, covering topics like portfolio review, income management, and retirement planning. Redpoint focuses on domestic and international equity investments.
Assets Under Management$16M
Clients23
Advisors1
Avg. per Client$700K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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