At Redpoint Wealth Management, we understand the issue of how advisors get paid often raises questions and confusion. What does it communicate when an advisor says, “We believe in acting in our clients’ best interest and with fiduciary transparency, but we don’t tell you upfront what we charge”? Redpoint is different. We do not believe it is right that you should have to sit through a sales pitch before learning what our advisory services cost.

We believe clients are better served by a firm who is paid for the advice they give, not by someone who gets paid based on the products they sell.  Our fee schedule for investment management and financial planning is simple and competitively tiered based on your portfolio’s size. It is designed to be easy to understand and we believe it puts your interests first.

 

Investment Management Fee Schedule

Assets Under Management*

Annual Fee

$100,000 - $250,000

1.35%

$250,001 - $500,000

1.25%

Next $500,000

0.75%

Next $4 million

0.50%

Above $5 million

0.20%

*Based on quarter end market values. Fees debited quarterly from account balance.

Financial Planning Fee Schedule

Assets Under Management*

Quarterly Fee

$0-$100,000

$499

$100,001 - $250,000

$249

Over $250,000

Included

*Based on quarter end market values. Fees payable quarterly via ACH or credit card.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Schedule an Appointment

Do you currently have less than $100,000 to invest but still want professional portfolio management? We are proud to offer our Guided Wealth Portfolios (GWP) which combine easy online investing with the guidance of Redpoint Wealth Management. You get our experience and expertise with the added convenience of a 24/7 digital investing solution. Learn more about our GWP platform at: https://getstarted.lpl.com/RedpointWealth

We also offer and are compensated for the implementation of certain insurance and investment recommendations via commissions paid by product sponsors.