R&R Financial Planners provides investment advice by either directly managing client investments or connecting clients with independent advisors. R&R uses multiple platforms to cater to different client needs. Fees are based on the value of your portfolio and are negotiable. The firm is affiliated with a broker-dealer, RNR Securities, which may create conflicts of interest.
Assets Under Management$46M
Clients226
Advisors4
Avg. per Client$200K
Avg. per Advisor$12M
Fee Structure
Investment management only (planning not offered)
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.
Loading...