Redwood Park Advisors offers investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, pension plans, and businesses. As a fiduciary, Redwood Park Advisors aims to understand clients' financial situations, goals, and risk tolerance to provide suitable investment advice and manage their portfolios. Services include comprehensive portfolio management, asset management, financial planning, and retirement plan consulting.
Assets Under Management$140M
Clients118
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$71M
Fee Structure
Investment management only (planning not offered)
Redwood Park Advisors offers two investment management services with fees based on the amount of your portfolio:
- Asset Management: The maximum annual fee is 1.25% of your portfolio.
- Comprehensive Portfolio Management: The maximum annual fee is 1.50% of your portfolio.
These fees are billed quarterly in advance. Fees are negotiable. Clients may pay additional fees when utilizing Separately Managed Accounts (SMAs).
Loading...