RLMS Business Consultants offers investment advice to individuals, small businesses, and trusts. They provide portfolio management, retirement advice, college savings plans, and charitable donation planning. RLMS specializes in investment advice for women, with over 80% of their clients being women. RLMS does not provide comprehensive financial planning services.
Assets Under Management$9.5M
Clients12
Advisors1
Avg. per Client$790K
Avg. per Advisor$9.5M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.55% |
| $4.0M - $6.0M | 0.40% |
| $6.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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