Rm Investment Strategies, LLC
Assets Under Management
$25.6M
Number of Clients
64
Number of Advisors
2
Average Client AUM
$400K
AUM per Advisor
$12.8M
Compensation
Fee-Only (AUM)
About This Firm
RM Investment Strategies provides investment advisory services, including portfolio management and financial planning. They gather client data to determine needs, goals, and risk tolerance, then place clients in suitable portfolios. Financial planning covers various areas like cash management, risk management, estate planning, and retirement planning. They may also recommend third-party investment advisers.
Fee Structure
For financial planning, fees range from $500 to $10,000 on a fixed basis or $150 to $1,000 per hour, depending on the complexity and time required. Portfolio management fees are based on assets under management, with a maximum annual fee of 1.65%. This fee is negotiable. There is no minimum account size required.
Areas of Practice
Location
4981 Cascade Road SE, Suite C, Grand Rapids, MI, 49546