RMR Wealth Builders is an independent registered investment advisory firm based in Montclair, New Jersey, with multiple regional offices across the United States. Founded in 1986, the firm operates under a legal requirement to act in its clients' best interest. RMR offers personalized portfolio management, financial planning, annuity management, digital asset management, and retirement plan services. The firm uses a tailored approach to asset allocation, integrating fundamental, technical, and quantitative analysis to construct diversified investment portfolios for individuals, high-net-worth clients, businesses, and retirement plans. Clients can choose from traditional non-wrap fee programs, wrap fee programs that bundle transaction costs, and third-party manager programs. RMR also provides educational seminars and workshops to promote financial literacy.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.65% |
Fees are charged as a flat percentage of total assets under management up to a maximum annual rate of 2.65%. Fees are negotiable based on account value, services provided, and other factors.