Redbud Advisors
Assets Under Management
$314.7M
Number of Clients
55
Number of Advisors
4
Average Client AUM
$5.7M
AUM per Advisor
$78.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Redbud Advisors, based in Austin, Texas, offers investment management services on a discretionary or non-discretionary basis, and wealth advisory oversight services. They assist clients in determining investment objectives, risk tolerance, and cash flow needs, documented in an Investment Policy Statement. Portfolios are customized, focusing on planning and passive investing. Tax efficiency is a critical component, employing asset location strategies. They primarily recommend ETFs and mutual funds.
Fee Structure
Fees are negotiable for financial planning and estate planning clients. For standalone investment management, the firm generally charges 0.95% of assets under management, but this may vary. Wealth advisory oversight services are generally provided for a fixed fee, ranging from $1 to $250,000 per year, increasing by 3% annually. Fees are prorated and charged quarterly. Clients with assets exceeding $10 million may be charged a fixed fee. Potential clients that would be charged a fixed fee towards the upper limit of $250,000 are typically ultra-high net worth families with a net worth of $50 million - $300 million.
Areas of Practice
Location
706 Guadalupe Street, Austin, TX, 78701