Kathleen Oconnor is a registered investment advisor at Rmr Wealth Builders, INC., based in Geneva, IL, with 12 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,099 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RMR Wealth Builders manages investment portfolios for clients, charging a percentage of the assets managed. The annual fee is a flat percentage of the total account value. The exact percentage is negotiable, but will not exceed 2.65%. Clients also pay an annual administrative fee of $80, charged quarterly. Clients can choose to have fees directly debited from their account or be billed directly.
Location
Geneva, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rmr Wealth Builders, INC.
Previous Registrations
Clearwater Capital Partners
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
LPL Financial LLCBroker
LPL Financial LLC
Plexus Financial Services, LLC
Plexus Financial Services, LLCBroker
Commonwealth Financial NetworkBroker
State Registrations2 states
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