Redtail Management offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. Redtail Management creates customized investment strategies using mutual funds, exchange-traded funds, options, alternative investments, and structured products. Financial planning services are also available, either as part of wealth management or as a stand-alone service.
Fee Structure
Redtail Management's wealth management fees range from 0.50% to 0.80% annually, based on the amount of assets managed, the complexity of the services, and the overall relationship. Fees are calculated based on the market value of your portfolio at the end of each calendar quarter and are paid after the quarter ends. Fees may be negotiable.