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Advisor Services

Support, Guidance & Management


FLEXIBLE SHARED SERVICES PLATFORM

We are advisors too. We are not just a platform for you to do business. Our management team consists of Financial Advisors, and we share the same needs for services as you do.

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

RMR has an experienced team with a successful history of 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.

Consolidated
Reporting & Trading

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, Pillar Portfolios, allows you to outsource your investment selection, trading, and distribution management tasks to our Investment Managers and Traders.

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

As of October 2018, the Pillar Portfolio program has over $320,000,000 in assets under management in over 1,000 customer accounts.

INVESTMENT OPTIONS

ACCOUNT SIZE

ACCOUNT SIZE

$2,500 – $24,999
Access Pillar Portfolios

$25,000 – $149,999
Passive Pillar Portfolios

$150,000 – $499,999
Active Pillar Portfolio
Standard

$500,000 – $1,499,999
Active Pillar Portfolio
Enhanced*

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

INVESTMENT VEHICLES

Exchange Traded Funds

Mutual Funds

Alternative Investments

RISK TOLERANCES

ACCOUNT SIZE

Capital Preservation
(Target: 5-10% Equity)

Conservative
(Target: 15-25% Equity)

Conservative Growth
(Target: 30-40% Equity)

Moderate
(Target: 40-60% Equity)

Moderate Growth
(Target: 60-70% Equity)

Growth
(Target: 75-85% Equity)

Aggressive
(Target: 95-100% Equity)

*   Passive portfolios are allowed for all account sizes.

**   For investors with individual accounts in excess of $1,500,000 we offer Separately Managed Accounts managed by RMR and other selected Third Party Managers

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.

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