Redwood Park Advisors
Assets Under Management
$142.8M
Number of Clients
118
Number of Advisors
2
Average Client AUM
$1.2M
AUM per Advisor
$71.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Redwood Park Advisors offers comprehensive portfolio management, asset management, financial planning & consulting, and retirement plan consulting. They tailor investment advice to client needs, considering risk tolerance and financial goals. They may utilize third-party sub-advisors and participate in the Schwab Managed Account Program.
Fee Structure
Asset Management fees will not exceed 1.25% of assets managed. Comprehensive Portfolio Management fees will not exceed 1.50% of assets managed. Financial planning fees range from $2,000 to $5,000, or up to $250/hour. Retirement Plan Consulting fees will not exceed 1.00% of plan assets. Clients may incur additional transaction fees and fund expenses. SMA program fees may be up to 2.00%. All fees are negotiable.
Areas of Practice
Location
3 Twin Dolphin Drive, Suite 210, Redwood City, CA, 94065