RMR Wealth Management provides investment advisory services, offering access to various third-party money managers through platforms like SEI, Fountainhead, and Envestnet. RMR manages accounts with ongoing investment advice and monitoring, tailoring strategies to client objectives. They offer multiple programs including Separately Managed Accounts, Multi-Manager Accounts, ETF/Mutual Fund Portfolios, and Rep as Portfolio Manager services. RMR also provides retirement plan management services.
Assets Under Management$140M
Clients118
Advisors7
Avg. per Client$1.2M
Avg. per Advisor$19M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Standard fee is up to 2.5% annually of the assets under management with a minimum fee of $1,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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