RPR Financial offers investment management services based on your goals, risk tolerance, and financial situation. They analyze your current investments and make recommendations. They also offer financial planning services covering areas like cash management, retirement, estate planning, and tax planning. RPR Financial may refer clients to its affiliate, RPR Financial P.A., for CPA, accounting, and tax preparation services.
Assets Under Management$160M
Clients259
Advisors5
Avg. per Client$630K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$50K
RPR Financial charges a percentage of your portfolio's value each year for investment management. The exact fee is negotiated with each client, but it can be up to 1.75%. Clients with smaller accounts may pay higher fees.
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