MRM Financial Advisors is a registered investment advisor that provides customized investment management and financial planning services to individuals, high-net-worth families, trusts, estates, and businesses. The firm builds diversified portfolios using mutual funds, exchange-traded funds, equities, and fixed income securities, and may occasionally recommend private equity, private credit, or private real estate investments. MRM Financial Advisors emphasizes a long-term, disciplined investment philosophy tailored to each client's specific objectives and risk tolerance. In addition to portfolio management, the firm offers comprehensive financial planning covering retirement, cash flow, insurance, education, and business succession, along with coordination of tax planning services through affiliated accounting firms. MRM Financial Advisors generally requires a minimum account size of $1,000,000 and a minimum annual fee of $10,000, though management discretion may apply for younger professionals or future clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.45% |
Fees and account minimums are negotiable. Subject to an annual minimum fee of $10,000.