Edwin Lugo is a CFA-designated registered investment advisor at Rmr Wealth Management, based in Westport, CT, with 3 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 189 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Standard fee is up to 2.5% annually with a $1,000 minimum fee. Fees may be negotiable.
Fee Estimator
Location
15555 Post Road East, Westport, CT, 06880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rmr Wealth Management
Previous Registrations
Brown Capital Management INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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