Reservoir Retirement Management (RRM) manages investment portfolios and offers financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. RRM also provides comprehensive financial planning for a monthly fee, which includes ongoing plan monitoring and updates. They also offer employee benefit plan services to employer plan sponsors.
Assets Under Management$210M
Clients460
Advisors2
Avg. per Client$450K
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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