R&R Financial provides investment management and financial planning services. As a fee-only firm, R&R is only compensated by clients. R&R offers wealth management, investment management, and financial planning services. Financial planning covers areas like retirement, taxes, insurance, and estate planning. R&R may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$22M
Clients71
Advisors3
Avg. per Client$300K
Avg. per Advisor$7.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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