Redwood Investment Management, LLC.
Assets Under Management
$2.5B
Number of Clients
160
Number of Advisors
1
Average Client AUM
$15.9M
AUM per Advisor
$2.5B
Compensation
Fee-Only (AUM)
About This Firm
Redwood Investment Management provides investment advisory services through affiliated registered funds, sub-advisory agreements, separately managed accounts (SMAs), and model portfolio strategies. They offer various investment management strategies and comprehensive portfolio allocations, but client accounts may differ based on several factors. Redwood includes Redwood Funds as investments in its SMA portfolios.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.55% |
Advisory fees and account minimums are negotiable at the sole discretion of Redwood.
Fee Estimator
Redwood charges an annual management fee of 1.55% for separately managed accounts (SMAs). A minimum of $500,000 in assets is generally required to open an SMA, but this may be reduced to $50,000 for clients introduced through a promoter. Accounts less than $50,000 may be accepted at Redwood's discretion. Advisory fees and account minimums are negotiable. If Redwood receives a referral from a promoter, a significant portion of the client's annual management fee (generally, 65% or more) is paid to the promoter.
Areas of Practice
Location
4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ, 85251