RMR Capital Management offers investment advisory services to individuals and other clients. As a fiduciary, RMR Capital Management always acts in the client’s best interest. RMR Capital Management offers asset management services where a portfolio is created using stocks, bonds, ETFs, options, mutual funds and other securities. RMR Capital Management may also provide financial planning services at no charge.
Assets Under Management$170M
Clients72
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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