MRM Group provides investment advisory services using a quantitative and active approach to investing. They offer three main strategies: Dynamic Overlay, All Domestic Equity, and Tax-Advantaged Income Strategy. MRM Group manages investments in U.S. equities, exchange-traded funds, and mutual funds. They also act as a sub-advisor for other investment advisory firms. Clients provide information about their financial situation, investment objectives, and risk tolerance, and can impose reasonable investment restrictions.
Assets Under Management$54M
Clients136
Advisors1
Avg. per Client$390K
Avg. per Advisor$54M
www.mrminv.com ·www.linkedin.com/company/mrm-asset-allocation-g... ·www.linkedin.com/in/robert-rafael-05510346
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
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Estimated Annual Fee
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