RKR Capital Group manages investments through separately managed accounts, focusing on long-term capital appreciation. They invest in publicly traded equities using a concentrated, long-only, unlevered portfolio strategy. RKR Capital Group does not tailor its investment strategy to individual client needs but may allow some investment restrictions.
Assets Under Management$13M
Clients21
Advisors1
Avg. per Client$600K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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