-  Where can I learn and find more info about RR portfolios, LLC?

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o You can learn more by reading our ADV 2A & 2B. 

 

-  Who are your clients?

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o  RR Portfolios serves individuals and families. The client base includes a spectrum of profiles: young professionals to retirees, entrepreneurs to business owners. 

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-  Is there a fee for the initial meeting or initial consultation?

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o  No, there is no fee for the initial meeting or consultation.

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-  Does RR Portfolios, LLC hold my money?

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o  No, RR Portfolios, LLC does not hold custody over client assets, we use an independent custodian.

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-  Does RR Portfolios, LLC have a minimum investment requirement?

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o  There is an account minimum of $500,000 which may be waived by RRP LLC in its discretion. A client has an option to open an account with $100,000 also, and continue depositing funds every year to reach the account minimum.

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