Red Clover Wealth Management offers financial planning consultations and discretionary portfolio management services. Financial planning includes hourly consultations and comprehensive planning with ongoing monitoring. Portfolio management is tailored to individual client needs and objectives. Red Clover uses asset allocation, fundamental, and technical analysis to manage investments.
Assets Under Management$30M
Clients65
Advisors1
Avg. per Client$460K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
The management fee is non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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