Donald Smith is a CFA-designated registered investment advisor at Redwood Investments, LLC, based in Boston, MA, with 7 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 104 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees are negotiable over $10 million. This fee schedule applies to Small Cap Growth and Large Cap Core/Growth/Growth Concentrated strategies. Other strategies have different fee schedules.
Fee Estimator
Location
265 Franklin Street, Suite 1603, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Redwood Investments, LLC
State Registrations2 states
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