How does REDMOND ASSET MANAGEMENT, LLC help clients – Key Takeaways:
REDMOND ASSET MANAGEMENT, LLC is a leading financial advisory firm that specializes in managing assets for high net worth individuals and institutions. With a team of experienced financial experts, the firm provides personalized wealth management services to help clients achieve their financial goals and secure their financial future.
Facts and Insights:
As of December 2020, REDMOND ASSET MANAGEMENT, LLC has over $1.5 billion in assets under management, 50 advisors, and has been in business for 20 years. This demonstrates the firm’s stability and success in managing clients’ assets and providing sound financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 50 | 20 years |
Financial Services Offered:
REDMOND ASSET MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include wealth management, retirement planning, investment management, tax planning, and estate planning. The firm’s financial experts work closely with clients to create customized financial plans based on their specific goals and risk tolerance.
Client Types:
REDMOND ASSET MANAGEMENT, LLC serves a variety of clients, including high net worth individuals, families, and institutions such as foundations, trusts, and corporations. The firm’s advisors have a deep understanding of the unique financial needs and goals of each client and tailor their services accordingly.
Fees & Compensation:
REDMOND ASSET MANAGEMENT, LLC charges a management fee based on a percentage of the client’s assets under management. This fee typically ranges from 1% to 2%, depending on the size of the client’s portfolio. The firm also has a fiduciary responsibility to act in its clients’ best interests, ensuring transparency and avoiding conflicts of interest.
Background:
REDMOND ASSET MANAGEMENT, LLC was founded in 2000 by John Redmond, a highly experienced financial advisor with over 30 years of experience in the industry. The firm has built a strong reputation for its customized and comprehensive wealth management services, earning the trust of its clients and respected recognition in the financial industry.
Financial Advisor Disclosures to Know:
When working with REDMOND ASSET MANAGEMENT, LLC, it is essential for clients to be aware of any potential conflicts of interest or potential risks. As a registered investment advisor, the firm is required to disclose any conflicts of interest or disciplinary actions of its advisors. Clients can access this information through the firm’s Form ADV, which can be found on the Securities and Exchange Commission (SEC) website.