Overview
- Headquarters
- Atlanta, GA
- Total Firm Assets
- $382 million
- Average High-Net-Worth Client Portfolio Size
- $5.6 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: RED TORTOISE, LLC FORM ADV PART 2 BROCHURE (2025-03-19)
· View brochure text
Latest filing: RED TORTOISE, LLC FORM ADV PART 2 BROCHURE (2026-03-16)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.00% |
| $500,001 | $1,000,000 | 0.50% |
| $1,000,001 | $5,000,000 | 0.40% |
| $5,000,001 | $10,000,000 | 0.35% |
| $10,000,001 | and above | 0.30% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $7,500 | 0.75% |
| $5 million | $23,500 | 0.47% |
| $10 million | $41,000 | 0.41% |
| $50 million | $161,000 | 0.32% |
| $100 million | $311,000 | 0.31% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 83.00%
- Number of High-Net-Worth Clients
- 57
- Total Client Accounts
- 322
- Discretionary Accounts
- 312
- Non-Discretionary Accounts
- 10
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 282509
- RED TORTOISE, LLC FORM ADV PART 2 BROCHURE (2026-03-16) · View brochure text
- RED TORTOISE, LLC FORM ADV PART 2 BROCHURE (2025-03-19) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗