Redwood Wealth Management Group, LLC
Assets Under Management
$282.5M
Number of Clients
430
Number of Advisors
3
Average Client AUM
$657K
AUM per Advisor
$94.2M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Redwood Wealth Management Group, LLC (RWMG) offers personalized financial planning and investment management services. They require a minimum of $250,000 to place with the firm for asset management, but this can be waived. Services are provided on a discretionary or non-discretionary basis. RWMG also offers estate planning services included as part of ongoing financial planning.
Fee Structure
Financial planning fees range from $2,000 to $10,000 and are negotiable based on the complexity of the plan. Asset management fees are generally a flat fee schedule up to a maximum of 1.5% per year of the net value of the client's managed accounts. Fees are negotiable and can be higher or lower based on the nature of the account, size, participation in the wrap program, and complexity of asset structures.
Areas of Practice
Location
400 Stokes Rd, Medford, NJ, 08055