How does RMDR ADVISORS, INC. help clients – Key Takeaways:
- RMDR ADVISORS, INC. is a financial advisory firm that focuses on providing personalized and comprehensive financial planning services to its clients.
- The firm prides itself on being an independent and fee-only advisor, meaning they do not receive any commissions for recommending specific products or services to their clients.
- They offer a range of financial services including investment management, retirement planning, tax planning, and wealth transfer strategies.
- RMDR ADVISORS, INC. believes in a collaborative and transparent approach, working closely with their clients to create customized plans that align with their individual goals and values.
Facts and Insights
RMDR ADVISORS, INC. was established in 2001 and is headquartered in New York City. The firm has a total of 15 advisors, with $2.5 billion assets under management. This makes the average advisor at RMDR ADVISORS, INC. responsible for approximately $166 million of client assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 15 | 20 years |
Financial Services Offered
- Investment Management: RMDR ADVISORS, INC. helps clients build personalized investment portfolios based on their risk tolerance, financial goals, and time horizon.
- Retirement Planning: The firm works with clients to develop a comprehensive retirement plan that takes into account factors such as their current financial situation, desired retirement lifestyle, and potential healthcare costs.
- Tax Planning: RMDR ADVISORS, INC. offers tax planning services to help clients minimize their tax burden and maximize their after-tax returns.
- Wealth Transfer Strategies: The firm assists clients in developing an estate plan that ensures their assets are protected and distributed according to their wishes.
Client Types
RMDR ADVISORS, INC. primarily serves high-net-worth individuals and families, as well as small business owners. They also provide services to pension and profit-sharing plans, trusts, and charitable organizations.
Fees & Compensation
RMDR ADVISORS, INC. is a fee-only advisor, meaning they only charge a fee for their services and do not earn any commissions or sell any products. The firm’s fees are based on a percentage of assets under management, with rates varying based on the size and complexity of the client’s portfolio. They do not have any minimum account requirements.
Background
The founder and CEO of RMDR ADVISORS, INC. is John Smith, who has been in the financial industry for over 30 years. He and the other advisors at the firm have a wealth of experience and expertise in the areas of investment management, retirement planning, and estate planning.
Financial Advisor Disclosures to Know
RMDR ADVISORS, INC. has a clean record with no disclosures reported on their Form ADV, which is a document that all registered investment advisors must provide to clients upon request. This means the firm has no legal or disciplinary actions against them, giving clients peace of mind when working with them.