RMR Capital Management manages investment portfolios and provides complementary financial planning services for individuals, high-net-worth individuals, trusts, estates, and business entities. The firm builds customized portfolios using individual stocks, bonds, exchange-traded funds, options, and mutual funds tailored to each client's goals and risk tolerance. Portfolios are continuously monitored and rebalanced as needed. Additionally, RMR Capital Management offers complementary financial planning and consulting covering retirement, estate, charitable, education, and tax planning, as well as real estate and insurance analysis, at no extra charge to asset management clients. The firm operates as a registered investment advisor and is wholly owned by David Van Overeem.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and billed monthly in arrears.