Redwood Money provides ongoing investment advice based on individual client needs. They develop investment plans with asset allocation targets and manage portfolios. They advise on stocks, bonds, mutual funds, ETFs, and government securities. Redwood Money also offers financial planning services, including cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Financial planning is offered on a limited scope or ongoing basis.
Assets Under Management$60M
Clients101
Advisors2
Avg. per Client$590K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Advisory fees are negotiable at Redwood Money’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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