Redtree Investment Group
Assets Under Management
$8.7B
Number of Clients
343
Number of Advisors
5
Average Client AUM
$25.3M
AUM per Advisor
$1.7B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
RedTree Investment Group provides portfolio management, asset allocation, and investment consulting services. They manage client portfolios to produce similar investment returns compared to a benchmark index, focusing on fixed-income investments. Services are tailored to meet individual client needs, with clients providing necessary information for advisory services.
Fee Structure
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
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.
Areas of Practice
Location
5050 Section Avenue, Suite 420, Cincinnati, OH, 45212