R2 Wealth Management Partners offers comprehensive financial services, including ongoing portfolio management, variable sub-account management, retirement plan consulting, and personalized financial planning. The firm helps individuals, high-net-worth clients, and business owners navigate retirement, taxes, estate planning, and investments. R2 Wealth Management Partners works closely with clients to build tailored strategies aligned with their specific risk tolerance and financial goals, utilizing Charles Schwab & Co. as a primary custodian for client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable based on the type of client, complexity, account composition, and total assets. Financial planning fees may be waived at the firm's discretion for clients engaging in asset management services.