Redwood Family Wealth offers investment advice and financial planning to individuals, high net worth individuals, charitable organizations, and businesses. Redwood provides both discretionary and non-discretionary portfolio management services tailored to clients' needs. Financial planning services range from broad-based planning to single-subject consultations. Redwood may also provide consulting services to clients initiating 1031 exchanges of real property.
Assets Under Management$220M
Clients234
Advisors2
Avg. per Client$950K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.15% |
| $100K - $250K | 1.00% |
| $250K - $1.0M | 0.85% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.20% |
At Redwood's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee. The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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