Red Reef Advisors offers portfolio management tailored to individual client goals and risk tolerance. For clients with at least $500,000 under management, comprehensive financial planning is included. Standalone financial planning services are also available. Red Reef Advisors also provides qualified and ERISA retirement plan consulting services.
Assets Under Management$130M
Clients98
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Red Reef Advisors' fees for managing your investments are negotiated on a client-by-client basis, up to a maximum of 2% of the value of your portfolio. Fees are billed at the end of each month or quarter. The exact fee will depend on the amount of work involved, the size of your portfolio, and the resources dedicated to providing the services.
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