Redstone Advisors provides personalized investment management, primarily in fixed income securities like municipal and government bonds. They work with individuals, trusts, corporations, retirement plans, and charitable organizations, managing portfolios on a separate account basis to consider each client's unique tax and investment needs. Clients can set restrictions on investments. Redstone does not offer tax or legal services.
Assets Under Management$490M
Clients109
Advisors5
Avg. per Client$4.5M
Avg. per Advisor$98M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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