Robert Rafael is a registered investment advisor at Mrm Group, based in St Louis, MO, with 52 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 136 clients with $54M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
136 clients
Average Client Portfolio
$394K average
Assets Under Management
$53.6M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.20% |
The maximum fee is 0.55% per quarter, which annualizes to 2.2%. MRM Group does negotiate fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
12444 Powerscourt Dr., Suite 350, St Louis, MO, 63131
Get directionsHistory
Regulatory History (1)
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Regulatory
September 1982Final
Other Business Activities
Robert is involved with Rafael Ventures LP, a real estate rental business, since 2000.
Employment History
Current Registrations
Mrm Group
August 1995 - Present · 30 yrs 9 mos
Previous Registrations
Arlington Securities, INC.Broker
October 1996 - February 1997 · 4 mos
Vanguard CapitalBroker
January 1995 - July 1995 · 6 mos
First Affiliated SecuritiesBroker
May 1989 - January 1995 · 5 yrs 8 mos
First Affiliated Securities, INC.Broker
October 1984 - May 1989 · 4 yrs 7 mos
Smith, Moore & CO.Broker
September 1983 - October 1984 · 1 yr 1 mo
Prudential-Bache Securities INC.Broker
August 1980 - August 1983 · 3 yrs
Paine, Webber, Jackson & Curtis INC.Broker
January 1980 - September 1980 · 8 mos
Blyth Eastman Dillon & CO. IncorporatedBroker
October 1979 - January 1980 · 3 mos
Clayton Brokerage CO. of St. Louis, INC.Broker
March 1978 - September 1979 · 1 yr 6 mos
White, Weld & CO. IncorporatedBroker
July 1975 - June 1976 · 11 mos
Bache & CO IncorporatedBroker
June 1974 - August 1975 · 1 yr 2 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
February 1974 - June 1974 · 4 mos
Edward D. Jones & CO., L.P.Broker
October 1973 - March 1974 · 5 mos
Dupont Walston, IncorporatedBroker
July 1973 - November 1973 · 4 mos
Dupont Glore Forgan IncorporatedBroker
January 1972 - July 1973 · 1 yr 6 mos
State Registrations3 states
KSMOTX
Advisor
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.