RMR Capital Management LLC Information

We are a fee-based Registered Investment Advisor, so the majority of our compensation is earned as a percentage of client assets under management. This helps to ensure that our interests are aligned with those of our clients. In order to serve the full range of our clients' financial needs, we do offer insurance and other products that are only available with a sales commission. In such cases we clearly and fully disclose the costs involved. Where is clients' money kept? We keep client assets with an independent, third-party custodian in order to assured their safety. RMR Capital Management personnel have no direct assets to client money. Our primary custodian is Charles Schwab & Co., one of the largest and most respected firms in the financial industry. Who is your typical client? Successful individuals and families who are serious about achieving their goals. Our clients include professionals, small-business owners, retirees and those at life crossroads such as the sale of assets, major family changes or inheritance. How can I learn more? Please contact us directly with further questions. Note that we offer complementary review of your investment portfolio and financial plan.