RM Private Wealth Management provides investment and financial planning services, managing portfolios based on client objectives. They use a tactical allocation strategy to reduce risk and increase performance, potentially using various securities and derivatives. They also offer pension consulting services, assisting defined contribution plans with investment manager selection and monitoring. RM Private Wealth tailors its services to individual client needs and goals.
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 investment management strategy employed as well as the size of the account or overall client relationship. Management fees may be reduced or waived for directors, officers, and employees of RM Private Wealth at the discretion of management. These fees may be negotiated by RM Private Wealth at its sole discretion.