Red Lady Capital Management provides investment management services, customized to the unique financial objectives of each client. These services include, but are not limited to, the following:
Initial consultations are free of charge, while we determine if the client’s needs match any of the services provided by the firm. We may perform a comprehensive review of your existing portfolio to help you achieve a deeper understanding of your investments, and to determine whether your current strategy is appropriate for your risk profile.
Investment management fees are generally charged as a percentage of the market value of assets under management, and range from 0.25% to 0.75% annually. We accept accounts with an aggregate household portfolio value of $1,500,000 or more. Occasionally, we may accept accounts below this minimum threshold.
Red Lady Capital offers flat fee arrangements for comprehensive family office services. Please contact us for more details.