Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$49,484,494
Clients
79
Advisors
3
across 2 offices
About
Investment Growth Management provides discretionary portfolio management and financial planning primarily for individual clients, including high‑net‑worth households, as well as business retirement-plan sponsors and plan participants. The firm also offers ancillary services such as personal cash‑flow tracking and hourly financial planning work.
IGM’s investment approach centers on constructing long‑term, diversified portfolios intended to limit volatility while pursuing capital growth and income, using a mix of equities, fixed income, mutual funds and individual securities. Accounts are managed under limited power of attorney with daily monitoring, quarterly billing, and client reporting that includes monthly statements and an annual performance letter.
Noteworthy aspects that distinguish the firm from many peers are its regular client periodicals (monthly statements with year‑to‑date and inception‑to‑date metrics plus an annual market commentary) and its program of educational presentations and participant education for retirement plans. The firm also uses third‑party platforms and service providers (Pontera for held‑away participant accounts; Ascensus, Betterment, or Guideline for plan services), participates in the Dave Ramsey SmartVestor Pro and Charles Schwab Institutional programs, and reports that a firm principal maintains a separate residential appraisal practice (about 20 hours per week).
Client services
Expertise
Occupation focus
Fee options
Business Retirement Plan Startup Fee: $300; Business Retirement Plan Flat Annual Fee Minimum: $2,500 billed quarterly at $625
$0 - $1,499,999: 1.00% $1,500,000 - $3,000,000: 0.80% $3,000,000 - $5,000,000: 0.70% $5,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%
Financial Planning: $150 per hour; Personal Cash Flow Tracking and Analysis Service: $120 per hour
Financial Planning ongoing subscription fee: $2,000 - $8,000 annually billed quarterly
Account minimum: $200,000 Fee-only: Financial Planning Annual Fee: $2,000 - $8,000 billed quarterly; Hourly Fee: $150 per hour for needs-based planning; Personal Cash Flow Tracking hourly rate: $120/hour
Main office
See officeClayton CA
Advisors at this office
2
Offices (2)
Most active in
California
Also doing business as
Investment Growth Management · Investment Growth Management, Inc · Michael Joseph Redlick · Redlick Michael Joseph
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Andrew R
Verified by Warmer
Book time directly with this advisor
CFP®, Series 65
Clayton, CA
Investment Growth Management, Inc.
Andrew Redlick is a CFP® with 12 years of industry experience, currently serving as an advisor at Investment Growth Management, Inc. He has been with the firm since 2014, including its predecessor entity, and holds a Series 65 license. Investment Growth Management, Inc. is a long-established registered investment adviser dedicated to helping a select group of clients build, preserve, and achieve their most meaningful financial goals. The firm manages client portfolios through long-term, diversified asset allocation tailored to each client’s goals and risk tolerance, and is notable for its regular client communications and ongoing educational presentations.
Ian T
Concord, CA
Investment Growth Management, Inc.
Ian Tongol is an advisor at Investment Growth Management, Inc. with one year of industry experience. His prior work history includes positions at Armanino LLP, Century Group, and Robert Half. Outside of his advisory role, he is also involved with ECA Marketing. Investment Growth Management provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth households, as well as business retirement-plan sponsors and participants. The firm focuses on long-term, diversified portfolios combining equities, fixed income, mutual funds, and individual securities, and offers additional services such as personal cash-flow tracking and educational presentations.
Michael R
Clayton, CA
Investment Growth Management, Inc.
Michael Redlick is a financial advisor with Investment Growth Management, Inc. He holds nine years of industry experience and has operated Redlick Appraisals as a residential appraiser since 2009. His appraisal work is conducted as a sole proprietor and is separate from his advisory activities. Investment Growth Management is a small, long-established registered investment adviser serving individuals, trusts, estates, small businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio management tailored to client goals and provides regular communications and educational presentations beyond standard reporting.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")