Eric Kho is a registered investment advisor at Ro2 Wealth, based in berkeley, CA, with 1 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RO2 Wealth provides portfolio management through its Managed plan package, which costs a flat $6,000 annually ($1,500 per quarter) with a one-year minimum commitment. This fee covers one model portfolio with no managed asset limits. Each additional model portfolio costs $3,000 per year.
Location
2991 Sacramento St, Unit #177, berkeley, CA, 94702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ro2 Wealth
State Registrations1 state
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