RM Private Wealth Management Inc. provides custom investment management and financial planning services to individuals, families, and retirement plans. The firm manages investment portfolios using a tactical allocation strategy designed to reduce risk and enhance performance, utilizing a wide range of securities including stocks, bonds, mutual funds, options, and derivatives. RM Private Wealth Management also offers pension consulting services to help defined contribution plans select and monitor investment options and managers. The firm operates with discretionary authority over client portfolios, tailoring its approach to each client's specific financial situation and risk tolerance.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees range up to 1.50% depending on the type and complexity of the strategy and overall relationship size. Fees are negotiable.