RM
RM

Robert Mehciz

22 Years of Experience
Keller, TX
1 Disclosure

Robert Mehciz is a registered investment advisor at Rhm Capital Management, INC., based in Keller, TX, with 22 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)
Firm Size
1 advisor
Number of Clients
292 clients
Average Client Portfolio
$88K average
Assets Under Management
$25.6M

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

RHM Capital Management charges an annual fee based on a percentage of the total assets they manage for you. This fee is billed quarterly in advance and scales down as your portfolio grows:

  • $1 to $5,000,000 — 1.25% per year
  • $5,000,001 to $10,000,000 — 1.00% per year
  • Over $10,000,000 — 0.75% per year
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Location

750 S. Main Street, Suite 150-25, Keller, TX, 76248

Get directions

History

Regulatory History (1)
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Employment Separation After Allegations
September 2010
Employment History
Current Registrations
Rhm Capital Management, INC.
October 2010 - Present · 16 yrs
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

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.
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