Redspire Wealth Management (RWM) offers investment management and financial planning services. RWM develops investment plans based on your goals and manages portfolios. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. RWM is a fee-only firm, meaning it only gets paid by its clients.
Assets Under Management$190K
Clients2
Advisors1
Avg. per Client$95K
Avg. per Advisor$190K
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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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