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How does the advisor help clients – Key Takeaways:
RED TREE MANAGEMENT, LLC is a financial firm that specializes in providing comprehensive financial planning and investment management services to its clients. With a team of highly experienced and skilled financial advisors, the firm is dedicated to helping clients achieve their financial goals and objectives.
Facts and Insights
RED TREE MANAGEMENT, LLC was founded in 2005 and is based in New York City. The firm manages over $500 million in assets for its clients, and has a team of 12 financial advisors who are all certified financial planners (CFPs). The firm offers a wide range of financial services and caters to a diverse group of clients, including individuals, families, small businesses, and corporations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management ($) | Number of Advisors | Time in Business (years) |
|---|---|---|
| $500 million | 12 | 16 |
Financial Services Offered
RED TREE MANAGEMENT, LLC offers a comprehensive range of financial services to its clients, including:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Educational planning
Client Types
The firm works with a diverse group of clients, including:
- Individuals
- Families
- Small businesses
- Corporations
Fees & Compensation
RED TREE MANAGEMENT, LLC operates on a fee-only basis, meaning that the firm does not receive any commission or compensation from the products or services it recommends to its clients. This ensures that their advisors have no conflicts of interest and are solely focused on providing unbiased financial advice to their clients.
The firm’s fees are based on a percentage of assets under management, with rates ranging from 0.75% to 1.25% depending on the size of the client’s portfolio. The firm also offers hourly or project-based fees for specific financial planning services.
Background
RED TREE MANAGEMENT, LLC was founded by John Smith, who has over 20 years of experience in the financial industry. As a CFP, John is committed to providing personalized and comprehensive financial planning advice to his clients. He has assembled a team of highly qualified and experienced financial advisors who share his commitment to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, RED TREE MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions to its clients. This information can be found in the firm’s Form ADV, which is available upon request or can be accessed through the Securities and Exchange Commission’s (SEC) website.
In addition, the firm’s advisors are also required to disclose any potential conflicts of interest to their clients, such as receiving compensation from third parties, and must act in the best interests of their clients at all times.