RR Financial Management (RRFM) provides investment portfolio management and financial planning services. Financial planning includes individual investments, college planning, retirement planning, and estate planning. RRFM may also offer educational seminars or workshops. RRFM will work with you to determine your financial objectives and analyze potential expenditures. RRFM manages assets on a discretionary basis.
Assets Under Management$740K
Clients25
Advisors1
Avg. per Client$30K
Avg. per Advisor$740K
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable dependent on the size of the assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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