Defining Wealth Partners provides financial planning advice on topics like cash flow, college savings, retirement, and estate planning. They also offer portfolio management services, incorporating institutional investment managers when appropriate. Defining Wealth Partners operates under the names Redwood Wealth Management and Focused Founders Wealth Planning.
Assets Under Management$8.2M
Clients92
Advisors6
Avg. per Client$89K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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