BG
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
February 2024 - Present · 1 yr 11 mos
Previous Registrations
Better Money Decisions
September 2015 - August 2023 · 7 yrs 11 mos
Portfolio Asset Management
August 2011 - August 2013 · 2 yrs
State Registrations1 state
NM
Advisor
Exams
No exam information available for this advisor.