Redwood Investments Review


Trust Score 96%
Trust Score info_outline
Share

Redwood Investments, federally registered in 2004, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 6 advisors. Redwood Investments manages $2.2 billion and provides investment advisory services for 153 clients (1:26 advisor/client ratio).

Redwood Investments requires a $1,000,000 minimum investment and charges a blended rate 1.00% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 26 clients (industry average 1:50)

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

View Full Report


Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $2.2 billion
Average Account AUM $14,431,372
Hybrid Advisor No
Annual Management Fee Notes None
Minimum Investment $1,000,000
Minimum Annual Fee $10,000
Advisor / Client Ratio 1:26
Headquarters Newton, MA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $5,000,000 1.00%
$5,000,001 to $10,000,000 0.85%
$10,000,001+ Negotiable


Questions & Answers



Get answers about Redwood Investments


Ask a question question_answer


Feedback