GMR Associates is a third-party administrator, group insurance sales consulting firm, HR consulting firm, and registered investment advisor. They primarily focus on non-pension related business. Their investment advisory services include supporting employers with qualified retirement plan design, implementation, updates, and investment consultation. They advise on mutual funds, exchange-traded funds, stable value funds, and real estate investment trusts.
Assets Under Management$81M
Clients29
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$81M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.52% |
| $1.0M - $5.0M | 0.32% |
| $5M+ | 0.12% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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