Retirement Resources Inc. (RRI) provides financial planning and investment advisory services. They create detailed financial plans covering your assets, debts, income, expenses, and taxes. These plans are projected into the future to help you plan for retirement and other financial goals. RRI manages client investments using Exchange Traded Funds (ETFs) and individual stocks. They use Chaiken Analytics software for investment analysis. Charles Schwab is their custodian.
Assets Under Management$7.8M
Clients44
Advisors2
Avg. per Client$180K
Avg. per Advisor$3.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $200K | 1.00% |
| $200K - $500K | 0.90% |
| $500K+ | 0.75% |
Robert Brown's clients pay a different fee schedule: 1.50% on the first $500,000 and 1.00% on amounts over $500,000. These fees will be charged through the end of his buyout period.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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