Rodney Roque is a registered investment advisor at Rr Financial Management LLC, based in Fresno, CA, with 5 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 25 clients with $740K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable dependent on the size of the assets under management.
Fee Estimator
Location
4670 N El Capitan Ave, Suite 203, Fresno, CA, 93722
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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
Rodney is the sole shareholder of Rodney Roque CPA APC, a CPA firm, dedicating a few hours per week to accounting and consulting services. He also serves as Acting Group CFO for Ruelas Enterprises Inc, a management firm, which is a full-time commitment.
Employment History
Current Registrations
Rr Financial Management LLC
State Registrations1 state
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