Rita Medaglio-Barrera
Rita Medaglio-Barrera is a registered investment advisor at Bmr Global Wealth Management Group, INC., based in Melbourne, FL, with 7 years of industry experience. Rita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 4 clients with $1.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $5.5M | 0.75% |
| $5.5M+ | 0.60% |
Minimum $1,000 annual fee for asset management services. Portfolio management fees may be negotiable.
Fee Estimator
Location
3270 Suntree Blvd, Suite #1103, Melbourne, FL, 32940
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Rita is an independent insurance agent and senior healthcare specialist since 2017, focusing on Medicare supplement and advantage plans. This takes about half of her time, with about 10-20% of her time dedicated during security trading hours.
Employment History
Current Registrations
Bmr Global Wealth Management Group, INC.
Previous Registrations
Bmr Global Wealth Management Group, INC.
State Registrations2 states
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.