R2 Asset Management provides investment management services, creating investment strategies based on individual client goals, risk tolerance, and time horizons. R2 also offers financial planning and consulting services, evaluating a client's financial situation to predict future cash flows and asset values. Financial plans cover net worth, tax liabilities, asset allocation, and retirement and estate plans.
Assets Under Management$3.4M
ClientsN/A
Advisors1
Avg. per Client$20K
Avg. per Advisor$3.4M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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