Robert Raymond is a registered investment advisor at Rr Advisors, LLC, based in Dallas, TX, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.50% |
| $25.0M - $50.0M | 1.25% |
| $50M+ | 1.00% |
Fees for SMAs are generally not negotiable, but RR Advisors may vary the management fees as to a particular account by separate agreement, without notice to the other SMAs.
Fee Estimator
Location
3953 Maple Avenue, Suite 180, Dallas, TX, 75219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is a member of the board of managers of Pennant Oil and Gas LLC and MWM Energy, LLC, both investment-related entities. Robert's service consists of board governance and takes place during securities trading hours.
Employment History
Current Registrations
Rr Advisors, LLC
Previous Registrations
Rch Energy Mlp Fund GP, L.P.
State Registrations1 state
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