RL2 Advisors offers investment management and financial planning services. For investment management, RL2 determines investment goals, risk tolerance, and objectives to create a tailored investment program. Financial planning services include reviews of wills, estate plans, investments, retirement income, and more. RL2 also holds seminars and workshops to educate the public.
Assets Under Management$5.4M
Clients23
Advisors2
Avg. per Client$230K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
RL2 Advisors manages investments for an annual fee of up to 2% of the value of your portfolio. The fee is calculated at the end of each month or quarter. RL2 may also charge a performance fee of up to 20% to certain clients. You can end the agreement with 30 days written notice.
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