R & J Financial Partners (RJFP) manages investment portfolios and offers financial planning services. RJFP works with clients to determine their investment goals and risk tolerance, then designs a suitable investment strategy. RJFP primarily uses passively managed mutual funds. RJFP also provides financial planning services for a fixed fee or hourly rate, covering areas like tax planning, retirement planning, and estate planning. RJFP may recommend clients engage the firm for additional related services, or may recommend other professionals to implement recommendations.
Assets Under Management$64M
Clients29
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Fees may be reduced for immediate family members of R & J Financial Partners' members and employees of Rutherford & Johnson, P.C. and R & J Financial Partners.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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