Redtree Investment Group

CRD#171615
Investment Advisor Firm

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Learn more about Redtree Investment Group

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Redtree Investment Group is an advisory company that has its headquarters in Cincinnati, Ohio. The firm controls $7.2 billion in total assets across 455 accounts, placing it among the largest investment advisory firms in the United States by assets under management (AUM). It has a small team, including 6 financial advisors. Redtree Investment Group is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like bonds, stocks and options.

    Redtree Investment Group oversees most of the company's client assets on a discretionary basis. Discretionary management is a structure in which transaction choices for the client's account are made by an investment advisor without needing the client's approval. Redtree Investment Group also has 13 non-discretionary accounts totaling $92.6 million in assets under management. The investment advisory firm supervises roughly $15.9 million in assets for each customer account. The typical financial advisor at Redtree Investment Group administers around 76 client accounts.

    The company's headquarters is at 5050 Section Avenue, Cincinnati, Ohio 45212. Redtree Investment Group is allowed to provide services to customers across a few states, including Kentucky and Ohio.

    Assets Under Management

    $7.2 billion

    Number of Advisors

    6

    Disclosures

    No

    Office Location

    5050 Section Avenue
    Cincinnati, OH 45212

    Redtree Investment Group by the Numbers

    Total Assets Under Management

    $7.2 billion

    National Average: $8.6 billion
    Total Number of Employees

    8

    National Average: 64
    Total Number of Accounts

    455

    National Average: 375,227
    Average Account Size

    $15.9 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors are based on the services offered. Fee types charged by Redtree Investment Group can consist of any blend of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company works with banking institutions, charitable organizations and state or municipal government entities. Out of its 455 accounts, Redtree Investment Group's largest client type is state or municipal government entities. None of its clients are non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 99.38%
    • Charitable Organizations - 0.62%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Redtree Investment Group does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Redtree Investment Group

    Timothy Livingood
    Cincinnati, OH
    Anthony Martino
    Cincinnati, OH
    Jennifer Trowbridge
    Cincinnati, OH
    Joseph Violand
    Cincinnati, OH
    Ryan Nelson
    Cincinnati, OH

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