R&R Financial Services offers wealth management services tailored to individual client needs, including retirement, tax, and estate planning. They manage investments on a fee-based discretionary basis, meaning they can make trades without asking you first. R&R works with clients to develop an asset allocation model using stocks, bonds, and ETFs. They also offer consulting services on an hourly basis for various financial planning needs.
Assets Under Management$21M
Clients45
Advisors1
Avg. per Client$470K
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees may be negotiable under certain circumstances. If the client has more than one account per custodian under management, the value of all accounts at that custodian will be used to determine the current fee to be paid.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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