RMH Investment Management offers investment management services where they manage client investments on a discretionary basis. They help clients determine their financial situation and investment objectives, then manage assets in a brokerage account consistent with the client's risk tolerance and goals. RMH monitors portfolios and meets with clients as needed to discuss their accounts. They invest in various securities, including mutual funds, ETFs, stocks, and bonds.
Assets Under Management$82M
Clients111
Advisors2
Avg. per Client$740K
Avg. per Advisor$41M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for amounts over $10,000,000. Subject to a minimum annual fee of $300.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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