Tara Romeo is a registered investment advisor at R & R Financial Planners, INC., based in East Meadow, NY, with 5 years of industry experience. Tara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 226 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
R&R Financial Planners offers investment management through three platforms:
- SEI Management Program: Fees range from 1.01% to 2.5% annually, charged quarterly, depending on the combined fees of SEI and R&R. SEI's fee ranges from 0.01% - 1.5%.
- Interactive Brokers, LLC Program: Fees range from 1.00% to 2.00% annually, deducted from client accounts.
- Jackson National Life: A fixed fee of 1.25% of the annuity's value is charged annually.
Location
1802 Hempstead Turnpike, East Meadow, NY, 11554
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
R & R Financial Planners, INC.
Rnr Securities, L.L.C.Broker
State Registrations4 states
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