Redw Wealth LLC
Assets Under Management
$880.9M
Number of Clients
429
Number of Advisors
9
Average Client AUM
$2.1M
AUM per Advisor
$97.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
REDW Wealth LLC offers personalized financial planning, investment, and wealth management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, small businesses, and Native American tribes. Advice covers financial objectives, cash flow, tax planning, insurance, investment management, education funding, retirement, and estate planning.
Fee Structure
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
Location
8801 Horizon Blvd NE, Suite 401, Albuquerque, NM, 87113