Redwood Investment Management provides investment advisory services through affiliated mutual funds and ETFs, sub-advisory agreements, separately managed accounts, and model portfolio strategies. Redwood manages assets based on specific investment objectives and restrictions. Redwood's strategies are designed for investors with a 5-7 year time horizon. Redwood may invest client money into money market funds or similar.
Assets Under Management$2.5B
Clients160
Advisors1
Avg. per Client$16M
Avg. per Advisor$2.5B
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.55% |
Advisory fees and account minimums are negotiable at the sole discretion of Redwood.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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