Anthony Joseph Martino

Redtree Investment Group

11 Years of Experience

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Firm Information

Redtree Investment Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

5 advisors

Number of Clients

343 clients

Average Client Portfolio

$25.3M average

Assets Under Management

$8.7B

Fee Structure

Minimum Investment:$1M

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $15.0M	0.25%
$15.0M - $30.0M	0.20%
$30M+	0.15%

Fee schedule is for Discretionary - Institutional accounts. Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Investment management fees are based on a percentage of assets under management and are negotiable for non-discretionary accounts and consulting services. The minimum account value is typically $1,000,000, but this is negotiable and may be waived. Clients are also responsible for other fees and expenses, such as brokerage commissions and custodial fees.

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Areas of Practice

Investment Management

Advisor Information

Office location

5050 Section Avenue, Suite 420, Cincinnati, OH, 45212

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Regulatory 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.