RJR Financial Services offers investment management services, primarily to individuals. The firm creates diversified portfolios using mutual funds, stocks, bonds, and exchange traded funds, tailored to each client's objectives, needs, and risk tolerance. RJR Financial Services manages these investments with the client's best interest in mind. Client accounts are held at Charles Schwab Institutional.
Assets Under Management$48M
Clients79
Advisors1
Avg. per Client$610K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.5M | 0.65% |
| $1.5M+ | 0.60% |
Fees are negotiable at the time of signing.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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