Redwood Investment Group provides investment advice and financial planning through its Comprehensive Portfolio Management service. Redwood works with clients to understand their financial situation and goals, then proposes an investment approach using exchange traded funds, mutual funds, individual stocks or bonds, or other securities including alternative investments. Redwood reviews accounts regularly and rebalances them as needed. Clients can place reasonable restrictions on their investments.
Assets Under Management$180M
Clients414
Advisors4
Avg. per Client$430K
Avg. per Advisor$44M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...