RR Portfolios, LLC offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. RR Portfolios creates an Investment Policy Statement for each client, which outlines the client’s current situation. RR Portfolios requests authority to make trades without asking first. RR Portfolios generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements, although RR Portfolios primarily recommends equities or bonds.
Assets Under Management$31M
Clients21
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are non-negotiable, but not in excess of 2% of total assets under management.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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