Overview
- Headquarters
- Plano, TX
- Total Firm Assets
- $259 million
- Average High-Net-Worth Client Portfolio Size
- $3.3 million
Fee Disclosure
Source: REDWOOD FAMILY WEALTHADV PART 2A (2026-08-04) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $50,000 | 1.50% |
| $50,001 | $100,000 | 1.15% |
| $100,001 | $250,000 | 1.00% |
| $250,001 | $1,000,000 | 0.85% |
| $1,000,001 | $2,500,000 | 0.75% |
| $2,500,001 | $5,000,000 | 0.50% |
| $5,000,001 | $10,000,000 | 0.35% |
| $10,000,001 | and above | 0.20% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,200 | 0.92% |
| $5 million | $32,950 | 0.66% |
| $10 million | $50,450 | 0.50% |
| $50 million | $130,450 | 0.26% |
| $100 million | $230,450 | 0.23% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 79.17%
- Number of High-Net-Worth Clients
- 62
- Total Client Accounts
- 889
- Discretionary Accounts
- 796
- Non-Discretionary Accounts
- 93
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 334013
- REDWOOD FAMILY WEALTHADV PART 2A (2026-08-04) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗