RED Seven offers financial planning and investment management services. Financial planning covers retirement, tax, investment, and insurance planning. For investment management, RED Seven creates portfolios based on each client's goals, risk tolerance, and time horizon. RED Seven may direct clients to third-party investment advisors.
Assets Under Management$84M
Clients238
Advisors4
Avg. per Client$350K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
RED Seven may charge up to 1.50% management fee on multi-employer retirement plans with no maximum annual fee. If RED Seven directs clients to third-party advisors on Envestnet, Goldman Sachs and Brookstone platforms, those advisors charge additional fees ranging from 0.25% to 1.00% per year. These fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...