Redeem Wealth Management offers financial planning services covering cash flow, college funding, retirement, risk management, and estate/tax planning. They also provide ongoing portfolio management services, including investment strategy and asset allocation. Redeem Wealth Management may recommend Betterment's sub-advisory platform. They also assist retirement plan sponsors and participants. Educational workshops are also offered.
Assets Under Management$100M
Clients224
Advisors3
Avg. per Client$450K
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,000. Accounts opened at Betterment will be assessed a 0.12% annualized asset-based fee, which is in addition to our own fee per the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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