Redwing Financial offers investment advice and asset management tailored to individual client needs. They develop personalized investment strategies and manage portfolios based on client goals and risk tolerance. Redwing also provides financial planning services covering various aspects of a client's financial situation, including cash management, retirement planning, and estate planning. Additionally, they offer financial literacy education and coaching.
Fee Structure
Redwing Financial charges an annual fee based on the value of your portfolio. The fee ranges from 0.50% to 1.25% depending on the amount you invest and your investment goals. Clients are billed quarterly in advance. For clients in a fee-based planning arrangement, or children of current clients, Redwing may offer discretionary investment services at no fee until the account reaches $25,000, at which point a 1.00% fee will be assessed.