Rpr Financial
Assets Under Management
$128.8M
Number of Clients
236
Number of Advisors
4
Avg. Portfolio per Client
$546K
Avg. Managed per Advisor
$32.2M
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
About This Firm
RPR Financial offers investment management services based on your goals, risk tolerance, and financial situation. They analyze your current investments and make recommendations. They also offer financial planning services covering areas like cash management, retirement, estate planning, and tax planning. RPR Financial may refer clients to its affiliate, RPR Financial P.A., for CPA, accounting, and tax preparation services.
Fee Structure
RPR Financial charges a percentage of your portfolio's value each year for investment management. The exact fee is negotiated with each client, but it can be up to 1.75%. Clients with smaller accounts may pay higher fees.
Areas of Practice
Location
8575 W. 110th St., Suite 314, Overland Park, KS, 66210