Account Login

IMPORTANT NOTICE: You are now leaving the RMR Capital Management, LLC Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with RMR Capital Management, LLC or any advisor(s) whose name(s) appear(s) on this Website. RMR Capital Management, LLC is/are independently owned and operated. Schwab neither endorses nor recommends RMR Capital Management, LLC , unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with RMR Capital Management, LLC under which Schwab provides RMR Capital Management, LLC with services related to your account. Schwab does not review the RMR Capital Management, LLC Website, and makes no representation regarding the content of the Website. The information contained in the RMR Capital Management, LLC Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

http://www.SchwabAlliance.com

Client Portal
Home

Frequently Asked Questions

Please click the questions below to discover the answers.

What separates RMR Capital Management from other advisors?

A combination of independence, comprehensive service and client focus. As an independent Registered Investment Advisor, we provide appropriate advice for each client’s specific situation and needs without concerning ourselves with the agenda of a parent company. Our services range from planning to investment management to estate planning—we can meet a wide range of needs under one roof. Finally, we are oriented toward providing each client the attention and service they deserve. We treat our clients as individuals and not numbers.

Why is working with a fiduciary advisor important?

Fiduciary financial advisors such as RMR Capital Management are a small minority within the financial advisor industry. Fiduciaries have a legal obligation to act in their clients’ interests. They cannot, for instance, recommend an investment to a client just because it pays the advisor a high sales commission. Fiduciary advisors are free from most of the conflicts of interest that are associated with traditional brokers and advisors who accept sales commissions.

What is your primary fee model?

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.