BMR Global Wealth Management Group offers personalized financial planning, divorce planning, and investment portfolio management. Financial planning ranges from comprehensive plans to specific advice on retirement, investments, insurance, and estate planning. Portfolio management can be discretionary or non-discretionary, tailored to individual needs and goals.
Assets Under Management$1.1M
Clients4
Advisors1
Avg. per Client$260K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $5.5M | 0.75% |
| $5.5M+ | 0.60% |
Minimum $1,000 annual fee for asset management services. Portfolio management fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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