Personal Finances Logins | Corporate Solutions Logins | Advisor LoginsBook a Consultation Home > Personal Financial Services Financial AdvisorsSupport, Guidance & Management FLEXIBLE SHARED SERVICES PLATFORMWe 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 exibility 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 & TradingFinancial PlanningPrimary CustodianCustomer Relationship ManagementBroker-DealerInsurance AgencyBenefits AdministrationFinancial Wellness Administrative SupportPROPOSALSGather 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.OPERATIONSOur team prepares the required paperwork, processes, and follows up as needed to ensure your business is processed correctly and efficiently.REPORTINGOur team can generate a variety of custom investment and account related reports to help you better communicate with your clients and prospects.TRADINGOur goal is to keep you focused on your client relationships. Our trading team is available to handle customer transactions on your behalf. FINANCIAL PLANNING & ANALYSISLeverage 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 OPTIONSComprehensive Financial PlanningRetirement Income PlanningBudgeting & Debt ManagementRisk Management PlanningEmployee Benefit Plan ReviewCorporate Retirement Plan AnalysisAsset Allocation ReviewEducation Expense PlanningEstates & Trusts PlanningCharitable Gift PlanningCorporate Benefit Plan AnalysisCorporate Buy/Sell Planning INVESTMENT MANAGEMENTRMR’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 account-specific customizations.As of June 2017, the Pillar Portfolio program has over $240,000,000 in assets under management in over 900 customer accounts.INVESTMENT OPTIONSACCOUNT SIZEACCOUNT SIZE$25,000 – $149,999 Passive Pillar Portfolios$150,000 – $499,999 Active Pillar Portfolio Standard$500,000 – $1,499,999 Active Pillar Portfolio Enhanced*$1,500,00 + Active Pillar Strategies**INVESTMENT VEHICLESExchange Traded FundsMutual FundsAlternative InvestmentsRISK TOLERANCEACCOUNT SIZECapital 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 & SPECIALISTSFINANCIAL WELLNESSOur relationship with GRPAA provides us access to a distribution contract for Financial Finesse to deliver a leading solution to your client.STRUCTURED PRODUCTSOur Due Diligence Specialists will review offerings and provide access to a select list of Structured Products meeting our criteria.INSURANCEOur Insurance Support Specialists will assist and monitor your cases to ensure they are processed correctly and efficiently.EQUITIESOur Investment Committee can offer opinions or provide analysis on Equity positions. We also offer Equity SMA portfolios managed by RMR.REAL ESTATE INVESTMENT TRUSTSOur Due Diligence Specialists will review offerings and provide access to a select list of REITs meeting our criteria.PROPERTY & CASUALTYThrough our strategic network, you gain access to Property & Casualty Insurance Agents who can assist you and your client.FIXED INCOMEOur Investment Committee can offer opinions or provide analysis on Fixed Income positions. We also provide a preferred list & SMA strategies.FIXED & VARIABLE ANNUITIESOur Due Diligence Specialists will review products and provide access to a select list of annuities meeting our criteria.PRIVATE EQUITY & HEDGE FUNDSOur Due Diligence Specialists will review offerings and provide access to a select list of investments meeting our criteria.TAXATIONThrough our strategic network, you gain access to Certified Public Accountants who can assist you and your client.CORPORATE BENEFITSOur Benefit Specialists can help design and deliver group benefit plans including voluntary work site solutions.DEFINED CONTRIBUTIONOur Retirement Planning team can help you with Vendor RFPs, Investment Lineup Selections, Plan Design, and much more.TRUSTS & ESTATESThrough our strategic network, you gain access to Law Firms & Attorneys who can assist you and your client.BENEFITS ADMINISTRATIONThrough our partnership and ownership in HR Ease we provide a complete HR solution for On-boarding, Benefits Admin., and Enrollment.DEFINED BENEFITOur Retirement Planning team can help you design appropriate investment lineups that account for plan liabilities.LICENSINGOur Licensing Specialists will track your expiring licenses, alert you of your CE requirements, and assist in the renewal process.PAYROLL SOLUTIONSThrough our strategic network, you gain access to multiple payroll relationships which can help your clients streamline their payroll processing.LEAD GENERATION SEMINARSOur Lead Generation Seminars put you in front of Retirement Plan Participants, Union Members, and Prospects as an expert who can help them. METHODS OF AFFILIATIONOVERRIDEA 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 FEEMaximize 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 MANAGEMENTLeverage our investment expertise while managing your own practice. Outsource your Investment Management to our Pillar Investment Platform. LEVELS OF AFFILIATIONFINANCIAL ADVISORGrow 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 PRESIDENTAdvisors who have accumulated over $50,000,000 in assets under management or who are producing annually more than $400,000 in gross revenue.DIRECTORReserved for those Advisors working within our network to support certain lines of business and assist our Affiliated Advisors with growing their respective businesses.