RMR Wealth Builders offers investment management and financial planning services. RMR's services include portfolio management, annuity management, digital asset management, and financial planning. RMR's investment professionals emphasize personal client contact and interaction in providing individually tailored investment advice. RMR also provides sub-advisory services to registered investment companies.
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.