FEES FOR WEALTH MANAGEMENT SERVICES

Transparent Fees. Tailored to You.

At Red Clover Wealth Management, you’ll always know exactly what you’re paying for. Our advisory services are designed around your goals, your life, and your vision of financial independence.

A few things to know:

  • Flexible & Negotiable: Fees may be adjusted based on your unique needs.

  • Pay Only for What You Choose: You’ll only incur fees for the services you request.

  • Personalized Planning: Every strategy is designed to fit your life, not the other way around.

ASSETS UNDER MANAGEMENT

  • 1% up to $1,000,000

    0.75% 1,000,001,-$3,000,000

    0.50% $3,000,001-$5,000,000

    0.35% 5,000,001+

  • Quarterly in arrears

  • Portfolio Management Services to individuals, trusts, estates, corporations and other businesses.

FIXED FEE

  • $500

  • Monthly in arrears

  • Comprehensive Financial Planning

OTHER

  • $0

  • N/A

  • N/A

BROKERAGE FEES

  • Yes

  • To the custodian

MARK-UPS

  • No

  • N/A

HOURLY FEE

  • $500

  • 50% Upfront 50% at completion of plan

  • Hourly Financial Planning

COMMISSIONS TO THE ADVISOR

  • $0

  • N/A

  • N/A

FEES CHARGED BY THIRD PARTIES

  • N/A

  • $0

  • N/A

  • N/A

Additional fees and costs to discuss with your Adviser

COMMISSIONS

  • Yes

  • To the custodian

MUTUAL FUND/ETF FEES AND EXPENSES

  • Yes

  • The fund company

SUBSCRIPTION FEE

  • $0

  • N/A

  • N/A

PERFORMANCE-BASED FEE

  • $0

  • N/A

  • N/A

CUSTODIAN FEES

  • Yes

  • To the custodian

Get In Touch

We are currently taking new clients by referral only. If you've been referred by a trusted client or partner, we'd love to hear from you.

Who may we thank for the referral?*