JG
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
429 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$880.9M
Fee Structure
Financial Planning:Included in AUM fee
Financial Plan Fee:$3,500
Hourly Rate:$225 - $650/hr
Investment management fees range from 0.5% to 1.75% of assets under management, depending on portfolio size, complexity, and scope of services. Financial planning minimum fee is $3,500. Hourly fees range from $225 to $650 per hour, based on expertise needed. Fees are negotiable based on size, services, and circumstances. GRT (Gross Receipts Tax) is applied to services in New Mexico.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningHigh Net Worth
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Advisor Information
Office location
8801 Horizon Blvd NE, Suite 401, Albuquerque, NM, 87113
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Redw Wealth LLC
September 2021 - Present · 4 yrs 4 mos
Previous Registrations
Bok Financial Securities, INC. Broker
September 2015 - November 2016 · 1 yr 2 mos
Bok Financial Advisors
August 2015 - November 2016 · 1 yr 3 mos
Redw Stanley Financial Advisors, LLC
January 2004 - August 2015 · 11 yrs 7 mos
Charles Schwab & Co., INC.
July 1998 - October 2002 · 4 yrs 3 mos
Charles Schwab & Co., INC. Broker
October 1989 - October 2002 · 13 yrs
Blinder, Robinson & Co., INC.Broker
June 1989 - November 1989 · 5 mos
Pan Oceanic Investments, INC.Broker
May 1989 - June 1989 · 1 mo
State Registrations3 states
AZNMTX
Advisor
Exams
No exam information available for this advisor.