R1T1 Financial provides investment management and financial planning services. They are a fee-only firm, meaning they only get paid by their clients for advice and managing investments. R1T1 Financial helps clients with investment management, financial planning, business planning, cash flow and debt management, college savings, employee benefits, estate planning, insurance, retirement planning, risk management, and tax planning.
Assets Under Management$6.6M
Clients68
Advisors1
Avg. per Client$98K
Avg. per Advisor$6.6M
Fee Structure
Minimum Investment:$10K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable. For accounts held at American Funds (e.g. 529 accounts), fees are charged quarterly in arrears at 0.70%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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