R & M Wealth Management Services provides referrals to third-party money managers who offer ongoing portfolio management services based on each client's goals, objectives, time horizon, and risk tolerance. These managers create an Investment Policy Statement for each client and may request authority to make trades without asking first. R&M receives a portion of the fees paid to these third-party managers.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
R&M Wealth Management Services does not directly manage your investments. Instead, they refer you to third-party money managers. R&M receives 25% of the fees you pay to the third-party manager as a referral fee.
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