RM Investment Strategies, LLC provides financial planning and portfolio management services. They gather client data to determine needs, goals, and risk tolerance, then place clients in suitable portfolios. They may recommend third-party investment advisors based on client circumstances, monitoring the accounts and acting as the primary financial advisor. Services are tailored to each client, and clients can impose restrictions on investments.
Assets Under Management$26M
Clients64
Advisors2
Avg. per Client$400K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
The maximum annual fee is 1.65%. The fee is negotiable. A client may aggregate multiple accounts to negotiate a lower fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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