R1 Financial Group offers portfolio management services, including assessing financial situations, recommending asset allocation, selecting investments, and providing periodic updates. These services are tailored to individual client needs. R1 Financial Group also offers financial planning services, including insurance, retirement, college savings, cash flow analysis, and debt elimination planning, for an hourly fee.
Assets Under Management$16M
Clients52
Advisors1
Avg. per Client$300K
Avg. per Advisor$16M
Fee Structure
Investment management only (planning not offered)
R1 Financial Group charges an annual fee based on the value of your portfolio. The exact percentage can range from 0.00% to 3.00%, depending on the services provided and the size of your account. Fees are negotiable. The fee is paid quarterly in advance.
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