Redemptive Wealth Management offers comprehensive financial planning and investment management services. Redemptive Wealth Management builds personalized portfolios using low-cost exchange-traded funds and index funds, focusing on passive investment strategies, asset allocation, and tax-efficient portfolio management. The firm also provides specialized services such as family wealth coordination, retirement planning, tax planning strategies, estate planning coordination, cash flow and debt management, educational savings, and values-driven investing. Redemptive Wealth Management customizes its approach to align with each client's individual goals, time horizon, and risk tolerance, and requires a minimum account size of $100,000, though this minimum may be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are calculated on average daily balance and billed monthly in arrears. Comprehensive financial planning is included in the asset-based fee. Fees are negotiable based on client complexity, account composition, and anticipated future asset additions.