Red Night Capital provides ongoing portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. Private Wealth Services combine financial planning and portfolio management, with coordination among a client's other advisors. For cryptocurrency management, clients use Coinbase, and Red Night Capital can access data but not place transactions.
Assets Under Management$20M
Clients20
Advisors3
Avg. per Client$1M
Avg. per Advisor$6.7M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.85% |
| $15.0M - $20.0M | 0.65% |
| $20M+ | 0.45% |
Fees are generally negotiable. The fee for Private Wealth Services will be the higher of a flat fee of $45,000 per year or the blended tier fee schedule provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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