MRM Financial Advisors offers personalized financial planning and investment advice to individuals, families, and organizations. They gather information through in-depth interviews to create a unique Investment Policy Statement tailored to each client's needs, security objectives, and restrictions. MRM does not have discretionary authority, meaning they will seek client approval before making any trades.
Assets Under Management$50M
Clients35
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$17M
Fee Structure
MRM Financial Advisors' fee is based on the value of your portfolio and is negotiable, with standard fees of 1% up to a maximum of 2%. The fee is invoiced quarterly, and clients receive statements from both the advisor and the custodian.
Loading...