RM
RM
Robert Mehciz
21 Years of Experience
Fort Worth, TX
1 Disclosure
Robert Mehciz is a registered investment advisor at Rhm Capital Management, INC., based in Fort Worth, TX, with 21 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, Retirement Planning. Their firm serves 292 clients with $26M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
292 clients
Average Client Portfolio
$88K average
Assets Under Management
$25.6M
Fee Structure
Minimum Investment:$1K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
9500 Feather Grass Ln, Ste 120-305, Fort Worth, TX, 76177
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
September 2010Employment History
Current Registrations
Rhm Capital Management, INC.
October 2010 - Present · 15 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - October 2010 · 1 yr
Banc of America Investment Services, INC.
July 2004 - October 2009 · 5 yrs 3 mos
State Registrations2 states
CATX
Advisor
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Exams
No exam information available for this advisor.