Redbud Advisors offers investment management services on a discretionary or non-discretionary basis, either standalone or as part of a wealth advisory oversight agreement. They help clients determine investment objectives, risk tolerance, and cash flow needs, documented in an Investment Policy Statement. Redbud Advisors also provides integrated wealth advisory oversight services, including general financial oversight, insurance review, wealth transfer and estate planning, investment planning, trust advisory services, concentrated wealth strategies, family governance, investment management, and philanthropy.
Fee Structure
Redbud Advisors generally charges 0.95% of the market value of the assets they manage for standalone investment management services. However, this amount may be higher or lower depending on various circumstances. Wealth advisory oversight services are generally provided for a fixed fee, based on the scope and complexity of the agreed-upon services.