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RED7Seven serves a diverse client base that includes families, individuals, trusts, and corporate retirement/ pension plans.
Credential Research
Copyright © 2011 RED Seven Wealth Management . All rights reserved
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SPIC
Advisory services offered through Cambridge Investment Research Advisors, Inc.,a Registered Investment Advisor
RED Seven Wealth Management, and Cambridge are not affiliated
For retirees and those nearing retirement our comprehensive wealth management service consists of financial planning and integrated investment management. Clients can also choose to implement services on a modular basis if comprehensive services are not needed or desired.
We follow a best practices approach which involves organizing your financial affairs, developing a formalized written plan and investment policy statement, Implementing the agreed upon plan, and continually monitoring the process.
In today’s market place it is easy to become overwhelmed with the products and tools that are available. Now more than ever, retirees need a consultant, not a salesman, to help them come to a fully informed decision.
For small business owners, we combine our wealth management services with our knowledge of defined contribution and benefit plans to create unique tax savings and asset protection strategies.
Small business owners have the greatest number of financial options available to them. Sometimes the number of options create more confusion than anything.
Our goal as financial advisors is to educate you on your options so your can make an informed decision. Once you understand the options, it is easy to narrow the solution to a few choices.
We also make an effort to surround ourselves with a team of specialists who can assist with implementing some of the more sophisticated solutions we develop.
For businesses sponsoring defined contribution or defined benefit employee retirement plans, we provide, plan design, financial advisory services, and ongoing Fiduciary consultation.
We offer our services as consultants on a fixed rate fee schedule and sever in a
co-
With ERISA lawsuits increasing at a rate of 25% per year, many employers are reevaluating
their fiduciary role and the service providers they use. As co-
Retirees
Entrepreneurs
Defined Plan sponsors
Our Services
Fee Structure
Comprehensive financial plans are a fixed $1500 fee. Planning and consulting services
are also available at an hourly rate of $175. Fees are determined based upon the
nature and complexity of each client's circumstances. All fees are agreed upon prior
to entering into a contract for services.
Portfolio Management Fees
Fees are charged for managing investment portfolios as a percentage of assets under management. The following schedule applies to assets under management (AUM)for individuals, estates, trusts, pension plans, and charitable organizations.
The fees are graduated and paid in advance on a monthly or quarterly basis
billed to the client and debited directly from the portfolio. The minimum account
size is $250,000 and the minimum annual fee is $2,500. Clients with investable assets
under the minimums will be considered based upon their overall situation.
Annual Fee
1.00%
0.75%
0.50%
0.25%
0.15%
Assets Under Management (AUM)
Up to $1,000,000
$1,000,001 to $5,000,000
$5,000,001 to $10,000,000
$10,000,001 to $25,000,000
$25,000,000 and greater
