R & R Financial Planners, Inc. provides discretionary investment management and personalized financial planning services to individuals, high net worth clients, trusts, and businesses. Founded in 1986 and registered with the Securities and Exchange Commission, R & R Financial Planners offers multiple portfolio management platforms, including the Interactive Brokers Program, the SEI Management Program, and Jackson National Life annuity management. The firm tailors its investment strategies to each client's risk tolerance, time horizon, and goals, utilizing fundamental analysis, technical analysis, and business cycle analysis. Clients can invest across a broad universe of securities, including stocks, bonds, mutual funds, exchange-traded funds, and options. R & R Financial Planners also maintains an affiliation with a registered broker-dealer, RNR Securities, LLC, allowing certain representatives to offer commission-based insurance and investment products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. Schedule reflects the Interactive Brokers Program. Firm also offers the SEI Management Program and Jackson National Life annuity management at separate rates.