Redfish Capital Management offers investment management and financial planning services. Investment management is tailored to individual client goals and risk tolerance. Financial planning covers various aspects like retirement, taxes, and estate planning. Redfish may use sub-advisors to manage client assets. They also offer one-time and ongoing financial planning services.
Assets Under Management$76M
Clients88
Advisors4
Avg. per Client$860K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable based on various criteria. Redfish also uses American Funds Service Company, which has a similar tiered fee structure. When using Sub-Advisors, the Client may pay additional fees depending on the Sub-Advisor, not to exceed an annual fee of 0.35%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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