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Managed “Advisory” Accounts

Whether you’re looking for periodic guidance or a comprehensive investment strategy, a Managed Account from Redstone Brokerage Services can help you stay on track as you pursue your goals. 

You can create your personal portfolio using a broad range of investment choices. You choose the level of guidance and management services you want to receive from your professional money manager, and you’ll have access to help and support throughout the entire process.

Since Managed Accounts use an asset-based fee structure, you won’t incur individual trading costs at the time of purchase or sale. This structure allows you to receive guidance on an ongoing personalized investment strategy while also saving on transaction fees.

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Contact your Financial Consultant to discuss how a Managed Account can help you plan for your future.

Securities and advisory services offered through LPL Financial, a registered investment advisor member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Redstone Federal Credit Union® deposits and are not NCUA insured. These products are not obligations of Redstone Federal Credit Union and are not endorsed, recommended, or guaranteed by Redstone Federal Credit Union or any government agency. The value of the investment may fluctuate, the return of the investment is not guaranteed, and loss of principal is possible.

The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial Registered Representatives associated with residents of Alabama and Tennessee. Please note that not all of the investments and services mentioned are available in every state.

RFCU and Redstone Brokerage Services are not registered broker/dealers.  LPL Financial is a separate entity from and not affiliated with RFCU or Redstone Brokerage Services.  RFCU does not warrant, guarantee, or insure any product or service offered by LPL or Redstone Brokerage Services. Redstone Brokerage Services and RFCU do not provide tax advice.  Please consult your tax advisor for your specific questions.

Must be RFCU member to obtain investment products.  Must be eligible for membership and open a share savings account in order to join.  A $5.00 minimum balance is required to open and mus be maintained in share savings account at all times.  Fees and other restrictions may apply.  RFCU and Redstone Brokerage Services are affiliated but separate entities.

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Are you ready to join the credit union that puts you first? Become a member of the Redstone family and you’ll start enjoying the great rates, personalized financial advice, and excellent customer service Redstone is known for.

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Equal Housing Lender | Redstone Federal Credit Union

Redstone is an Equal Credit Opportunity Lender.

This credit union is federally insured by the National Credit Union Administration.


Visa is a registered trademark of Visa International Services Association.

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