Redwood Investment Group, INC
Assets Under Management
$176.4M
Number of Clients
414
Number of Advisors
3
Average Client AUM
$426K
AUM per Advisor
$58.8M
Compensation
Fee-Only (AUM)
About This Firm
Redwood Investment Group manages assets for various clients, providing wrap fee portfolio management with financial planning or consulting. They assess client financial situations, goals, and risk tolerance to create suitable investment approaches using various securities. Portfolios are monitored and rebalanced as needed.
Fee Structure
Redwood Investment Group offers a wrap fee program where clients pay a single fee for investment advisory services and associated custodial transaction costs. The maximum annual fee is 2.00%, billed quarterly in advance, pro-rata based on account value. Fees are negotiable. Clients may also pay fund expenses and other fees charged by custodians or for certain investments.
Areas of Practice
Location
319 N Main Street, Fort Bragg, CA, 95437