Our Pricing

Our pricing is simple and easy to understand. Our best clients are financially savvy individuals who want to create and implement a roadmap to financial freedom, live out their dreams, achieve their goals, and leave a lasting legacy for those they care about most.

A table comparing annual asset-based fees based on assets under management, with fee percentages and basis points for different asset ranges, and a note that fees are negotiable over five million dollars.

Investment Management Fee

*If you do not meet our minimums but think you would be a good fit, please reach out. We would welcome a conversation with you.

Financial Planning Only Fee

redeem wealth management allows you to engage in a planning-only relationship (no investment management). This is done with a flat fee that is calculated based on net worth, paid on an annual or monthly basis.

Tax Preparation Fee

redeem tax offers personal and business tax planning, preparation, and filing services that is based on complexity.

Lending and Mortgages

redeem mortgage offers competitive rates for mortgages for primary residences and additional properties. Schedule a call with the team or click the button below to get started.

Get a Mortgage Quote

Insurance

redeem insurance offers competitive pricing for all of your insurance needs. Schedule a call with the team or click the button below to get started.

Get an Insurance Quote