BMR Capital Advisors offers customized investment management, financial planning, and consulting services. As a fee-only firm, BMR Capital Advisors is compensated solely by client fees, avoiding potential conflicts of interest. Services include retirement planning, investment strategy, asset allocation, cash management, budgeting, risk management, and employee stock option management. Investment management is offered on a discretionary or non-discretionary basis, using exchange-traded funds, mutual funds, and individual securities.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable. Minimum annual fee of $7,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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