Wealth Management & Family Office Services

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:  


  • Goals-Based Financial Planning   Whether you are currently retired, planning for retirement or something else entirely, we will help you determine how to achieve those goals.
  • Estate Planning   We work with your family attorney and preserve Intergenerational Equity, in order to maintain purchasing power of an investment portfolio or overall wealth. Planning for bequests and probate avoidance is also incorporated.
  • Wealth Management & Family Office   In addition to comprehensive financial & estate planning, we provide tax assistance, bill-pay, RMD calculations, and more.
  • Discretionary Portfolio Management   We provide continuous portfolio management and trading execution services for client portfolios. It is often provided in conjunction with financial planning or wealth management services.

Fees

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.