Rmr Wealth Management

RMR Wealth Management, LLC is a Registered Investment Adviser established in 2009, offering investment advisory services with a focus on discretionary account management. The firm provides various Managed Account Programs, including Separately Managed Account Program (SMA), Multi-Manager Account Program (MMA), ETF/Mutual Fund Portfolio Program (ETF), Rep as Portfolio Management (Rep as PM), and Retirement Plans Management (RPM). Clients have the option to grant full discretionary investment authority to the advisor. The firm's fee structure includes an annual Program fee of up to 2.5% of assets under management with a minimum fee of $1,000. General consulting services are also available on an hourly or fixed fee basis. RMR does not charge performance-based fees and generally serves individuals, high net worth individuals, retirement plans, and corporations. The firm's investment strategies involve long- or short-term purchases of stock portfolios, mutual funds, and fixed income securities, with a focus on understanding clients' financial goals and risk profiles. RMR does not vote proxies on client securities, and clients receive quarterly statements from the qualified custodian holding their investment assets. The firm operates under a privacy policy that ensures the protection of clients' non-public personal information.