Red Tree Investments offers investment advisory services, managing portfolios on a discretionary basis according to client objectives. They use a long-term, value-style investment strategy, focusing on undervalued stocks. Red Tree primarily invests in stocks of U.S. companies, publicly traded REITs, and ETFs, but may also use other securities. They also offer pension consulting services to qualified plans and fiduciary advice to plan participants.
Assets Under Management$99M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$99M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees range up to 2.0% per annum depending on factors such as the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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