RMH Capital Advisors offers personalized financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, plan for education and retirement, and plan their estate. RMH Capital Advisors is a fee-only firm, meaning it's only compensated by client fees and doesn't sell financial products or receive commissions.
Assets Under Management$37M
Clients21
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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