R2 Wealth Management Partners offers investment management and financial planning services. Investment management involves ongoing supervision of your accounts. Financial planning includes creating written plans covering topics like retirement, insurance, and taxes. R2 Wealth Management Partners also offers retirement plan services to plan sponsors and participants.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client. Accounts under the same household will be aggregated for a discounted fee.