RR Portfolios, LLC provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. RR Portfolios creates an investment policy statement for every client and manages portfolios with the authority to make trades without asking first. The firm primarily recommends equities and bonds, but may also invest in mutual funds, real estate funds, exchange-traded funds, commodities, venture capital funds, and private placements to help diversify portfolios. RR Portfolios works with individuals, high-net-worth individuals, and other investment advisors.
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 not in excess of 2% of total assets under management and are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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