RMDR Advisors manages investment portfolios for individuals, including IRAs and other retirement accounts. Clients needing financial planning will be referred to a financial planner. RMDR can help with investment portfolio analysis, retirement planning, cash flow management, tax planning, estate planning, and risk management. Clients can implement investment advice through RMDR, with fees based on a percentage of assets under management.
Fee Structure
RMDR Advisors manages investment accounts for a fee based on a percentage of the value of your investments. The exact fee is negotiated with each client and will not exceed 1.0% annually. Fees are charged quarterly in arrears. Clients whose investment advisory agreements with Mr. Zabriskie were assigned to RMDR will continue to be charged fees quarterly in advance as provided in their agreements. Fees may be lower for clients participating in higher education retirement system plans.