BM
BM
Brian Mayer
30 Years of Experience
New York, NY
2 DisclosuresBroker
Brian Mayer is a registered investment advisor at Rmr Wealth Management, based in New York, NY, with 30 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 118 clients with $140M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
118 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$135.8M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Standard fee is up to 2.5% annually of the assets under management with a minimum fee of $1,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
14 Penn Plaza, Ste 1316, New York, NY, 10122
Get directionsHistory
Regulatory History (2)
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Regulatory
September 2013Final
Customer Dispute
February 2003Settled
Employment History
Current Registrations
Rmr Wealth Management
January 2010 - Present · 16 yrs 4 mos
Dinosaur Financial Group, L.L.CBroker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
Mcginn, Smith Advisors LLC
February 2006 - April 2009 · 3 yrs 2 mos
Mcginn, Smith & CO., INC.Broker
July 2001 - December 2009 · 8 yrs 5 mos
Paulson Investment Company, INC.Broker
May 2001 - August 2001 · 3 mos
Mercer Partners IncorporatedBroker
October 1998 - May 2001 · 2 yrs 7 mos
Comvest Partners, INC.Broker
October 1997 - December 1998 · 1 yr 2 mos
Trautman, Kramer & Company, INC.Broker
March 1996 - November 1997 · 1 yr 8 mos
M.S. Farrell & Company, INC.Broker
November 1995 - April 1996 · 5 mos
State Registrations12 states
CAFLGAILINNJNYOHORPATXVT
AdvisorBrokerBoth
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
No exam information available for this advisor.