David Overeem
David Overeem is a registered investment advisor at Rmr Capital Management LLC, based in Tustin, CA, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 72 clients with $170M 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 $1000K | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
14471 Chambers Road, Suite 208, Tustin, CA, 92780
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2007Customer Dispute
September 2002Other Business ActivitiesSells Insurance
David is the owner and president of RMR Capital Management, LLC, a financial advisory firm, dedicating nearly full-time hours to managing financial planning and money management for clients. He also works as an agent for PKS Financial Services, offering fixed insurance solutions to clients for a few hours per week, and plays drums in a cover band for a few hours per week.
Employment History
Current Registrations
Rmr Capital Management LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.