Red Spruce Capital offers investment advice to individuals, high net worth individuals, businesses, trusts, and estates. Red Spruce creates customized investment plans based on your goals, risk tolerance, and financial situation. They primarily recommend individual stocks and bonds, low-cost mutual funds, and exchange-traded funds. Red Spruce acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$260M
Clients143
Advisors4
Avg. per Client$1.8M
Avg. per Advisor$64M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor based on the relationship of the client with the investment adviser representative.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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