RMR Wealth Builders, Inc. - Financial Advisor Platform

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Stay Focused on Your Client with the help of RMR's Shared Services Platform for Financial Advisors.

Support, Guidance & Management

FLEXIBLE SHARED SERVICES PLATFORM

We are a family of advisors focused on helping clients achieve their personal and corporate goals. We are not just another B/D or RIA platform for you to do business on. Our financial advisor services team consists of Financial Advisors, and we share the same needs for services as you do.

RMR Wealth Builders, Inc. is a Hybrid RIA and financial advisor platform which allows you the flexibility to operate both a fee and commission based practice

RMR has an experienced team with a successful history of independent financial advisor leadership. In the early days, RMR developed successful Advisors by helping to build their practices and transition from primarily commission-based practices to fee-based advisory.

Black Diamond

Financial Planning

Primary Custodian

Customer Relationship
Management

Broker-Dealer

Insurance Agency

Benefits Administration

ADMINISTRATIVE SUPPORT

PROPOSALS

Gather your prospects’ statements and send them in to our proposal team. In 72 hours or less you will receive back a customized proposal and analysis that is ready to be shared with your prospect.

OPERATIONS

Our team prepares the required paperwork, processes, and follows up as needed to ensure your business is processed correctly and efficiently.

REPORTING

Our team can generate a variety of custom investment and account related reports to help you better communicate with your clients and prospects.

TRADING

Our goal is to keep you focused on your client relationships. Our trading team is available to handle customer transactions on your behalf.

FINANCIAL PLANNING & ANALYSIS

Leverage our expertise and outsource your Financial Planning to our CERTIFIED FINANCIAL PLANNER^® Professionals. Our Financial Planning Team will create a comprehensive financial plan directly for your client and can even deliver the presentation for you.

Our goal is to make sure your client knows that you are not alone and that you have a talented group of professionals behind you.

PLANNING & ANALYSIS OPTIONS

Comprehensive
Financial Planning

Retirement Income
Planning

Budgeting & Debt
Management

Risk Management
Planning

Employee Benefit
Plan Review

Corporate Retirement
Plan Analysis

Asset Allocation
Review

Education Expense
Planning

Estates & Trusts
Planning

Charitable Gift
Planning

Corporate Benefit
Plan Analysis

Corporate
Buy/Sell Planning

INVESTMENT MANAGEMENT

RMR’s flagship investment program, Generations, is designed to help your portfolio Build & Grow to meet your goals.

Our program keeps you up-to-date with the upcoming changes, offers both Passive & Active portfolio strategies, and allows for accountspecific customizations.

As of July 2021 the Generations Model Series has over $600,000,000 in assets under management in over 1,200 customer accounts.

INVESTMENT OPTIONS

ACCOUNT SIZE

$2,500 – $24,999
Generations Core Strategy
Our core strategy uses low-cost, passive index funds to access exposure to the broader markets, while closely tracking benchmark style and sector weights. Accounts at these lower levels will tend to have higher allocations to equity in hopes that they can grow to.

$25,000+
Generations Wealth Strategy
Our wealth building strategy employing both passive and active funds. Low-cost index funds are also at the heart of this strategy, but some active management will be used in the form of a few actively-managed funds, as well as over and underweighting relative to its benchmark in certain styles and sectors.

$500,000+
Generations Growth Strategy
A supplemental strategy to Generations Wealth, comprised of individual equities (mostly common stocks), for those at higher account levels. This strategy is managed with a tilt toward the Large Growth style and Technology sector, given the firm’s favorable insight and research on technology companies.

$1,500,000 +
Active Pillar Strategies**

Exchange Traded Funds

Mutual Funds

Alternative Investments

RISK TOLERANCES

Capital Preservation
(Target: 0-15% Equity)

Conservative
(Target: 15-30% Equity)

Conservative Growth
(Target: 30-45% Equity)

Balanced
(Target: 45-55% Equity)

Moderate
(Target: 55-65% Equity)

Moderate Growth
(Target: 65-80% Equity)

Growth
(Target: 80-95% Equity)

Aggressive
(Target: 95-100% Equity)

SMAs Available*
*For investors interested in Separately Managed Accounts by other selected Third-Party Managers are subject to their asset limits. For clients with very large amounts of wealth, third-party investment managers may be used outside of our Generations Strategies to further expand the team of specialists managing your money and to provide enhanced diversification benefits.

RESOURCES & SPECIALISTS

FINANCIAL WELLNESS

Through our strategic partnerships, we have access to deliver and distribute a variety of Financial Wellness platforms.

STRUCTURED PRODUCTS

Our Due Diligence Specialists will review offerings and provide access to a select list of Structured Products meeting our criteria.

INSURANCE

Our Insurance Support Specialists will assist and monitor your cases to ensure they are processed correctly and efficiently.

TAXATION

Through our strategic network, you gain access to Certified Public Accountants who can assist you and your client.

CORPORATE BENEFITS

Our Benefit Specialists can help design and deliver group benefit plans including voluntary work site solutions.

DEFINED CONTRIBUTION

Our Retirement Planning team can help you with Vendor RFPs, Investment Lineup Selections, Plan Design, and much more.

EQUITIES

Our Investment Committee can offer opinions or provide analysis on Equity positions. We also offer Equity SMA portfolios managed by RMR.

REAL ESTATE INVESTMENT TRUSTS

Our Due Diligence Specialists will review offerings and provide access to a select list of REITs meeting our criteria.

PROPERTY & CASUALTY

Through our strategic network, you gain access to Property & Casualty Insurance Agents who can assist you and your client.

TRUSTS & ESTATES

Through our strategic network, you gain access to Law Firms & Attorneys who can assist you and your client.

BENEFITS ADMINISTRATION

Through our partnership and ownership in HR Ease we provide a complete HR solution for On-boarding, Benefits Admin., and Enrollment.

DEFINED BENEFIT

Our Retirement Planning team can help you design appropriate investment lineups that account for plan liabilities.

FIXED INCOME

Our Investment Committee can offer opinions or provide analysis on Fixed Income positions. We also provide a preferred list & SMA strategies.

FIXED & VARIABLE ANNUITIES

Our Due Diligence Specialists will review offerings and provide access to a select list of Structured Products meeting our criteria.

INSURANCE

Our Insurance Support Specialists will assist and monitor your cases to ensure they are processed correctly and efficiently.

LICENSING

Our Licensing Specialists will track your expiring licenses, alert you of your CE requirements, and assist in the renewal process.

PAYROLL SOLUTIONS

Through our strategic network, you gain access to multiple payroll relationships which can help your clients streamline their payroll processing.

LEAD GENERATION SEMINARS

Our Lead Generation Seminars put you in front of Retirement Plan Participants, Union Members, and Prospects as an expert who can help them.

METHODS OF AFFILIATION

OVERRIDE

A traditional override model offering a competitive payout grid. Ideal for an advisor or group with average revenue under $350,000. As your revenue grows, so does your payout.

FLAT FEE

Maximize your payout and have all your costs conveniently bundled into a fixed monthly fee. Ideal for an advisor or group with average revenue over $350,000.

PORTFOLIO MANAGEMENT

Leverage our investment expertise while managing your own practice. Outsource your Investment Management to our Pillar Investment Platform.

LEVELS OF AFFILIATION

FINANCIAL ADVISOR

Grow your practice with access to RMR’s services and support. Leverage our outsourcing and lead generation opportunities to take your practice to the next level.

VICE PRESIDENT

Advisors who have accumulated over $50,000,000 in assets under management or who are producing annually more than $400,000 in gross revenue.

DIRECTOR

Reserved for those Advisors working within our network to support certain lines of business and assist our Affiliated Advisors with growing their respective businesses.

For more information on Adivsory Services, please fill out the form below