Redesign Wealth Planning provides financial planning and investment management services. Financial planning covers areas like cash flow, debt management, retirement, estate, and investment analysis. Investment management is offered through in-house portfolio management or by using third-party asset managers. Redesign Wealth Planning helps clients identify their financial goals and tailors its services to meet individual needs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.40% |
Investment Management services are only offered to Clients who utilize our Comprehensive Financial Planning services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...