RO2 Wealth is a registered investment advisor based in Berkeley, California, founded by Eric Kho in 2025. RO2 Wealth provides ongoing portfolio management, both discretionary and non-discretionary, as well as comprehensive financial planning and consultation services. The firm's financial planning covers goal setting, cash flow and debt management, retirement planning, business strategy, education planning, estate planning, risk management, and tax planning strategies. RO2 Wealth uses fundamental, technical, and macroeconomic analysis combined with Modern Portfolio Theory, primarily utilizing index mutual funds and exchange-traded funds to build diversified portfolios. The firm offers tiered service packages ranging from basic financial planning to full portfolio management.
Fee Structure
RO2 Wealth provides portfolio management through its Managed plan package, which costs a flat $6,000 annually ($1,500 per quarter) with a one-year minimum commitment. This fee covers one model portfolio with no managed asset limits. Each additional model portfolio costs $3,000 per year.