Based on an independent survey of the industry, our fees are near or below the bottom 20th percentile across the range of asset sizes.
Red Tortoise Investment Advisory Fee Schedule
1.00% of the first $500,000 in assets under management, plus
0.50% of the next $500,000 ($500 thousand to $1 million), plus
0.40% of the next $4,000,000 ($1 million to $5 million), plus
0.35% of the next $5,000,000 ($5 million to $10 million), plus
0.30% thereafter (above $10,000,000).
Fees are billed quarterly in arrears.
We are never compensated from the funds in which we invest our clients’ assets. We never take a commission. Neither Red Tortoise nor its advisors buy bonds and mark up their price and then sell them to our clients making a profit as a dealer. In keeping with our opinion that our clients should make informed decisions, clients should know there are lower fee options online from so called “robo-advisors” such as Betterment and Wealthfront.
Find out what the U.S. Securities and Exchange Commission’s Office of Investor Education and Advocacy has to say about “How fees and expenses affect your investment portfolio”.
Please contact us if you’d like further details on our fees including a quote related to your personal situation.