Bmr Global Wealth Management Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,054,062
Clients
4
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
LowAverage account size
$263,516
About
BMR Global Wealth Management Group, Inc. is a single-advisor independent firm that provides portfolio management, comprehensive and specific financial planning (including a dedicated divorce financial-planning service) and related consulting to individuals, trusts, estates, charitable organizations and business entities. The firm manages roughly $1.05 million in discretionary assets for a very small client base and reports a significant non-U.S. client presence.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes globally diversified, passively structured mutual funds and ETFs to construct portfolios that range from conservative to aggressive. BMR integrates financial planning and single‑topic consulting into its portfolio work, offers both discretionary and non‑discretionary management, and conducts periodic account reviews for discretionary clients.
What distinguishes the firm from many peers is its niche divorce-planning practice, which includes retained engagements and billed travel time, combined with a solo-practitioner model and an unusually small number of clients. The principal is also separately licensed to sell insurance products, creating an additional, disclosed source of compensation that clients are informed about.
Client services
Financial planning
Portfolio management
Financial consulting and divorce planning services
Financial consulting and divorce planning services
Expertise
Divorce financial planning
Social Security optimization
Retirement income strategy
General retirement planning
Passive / index investing
Fee options
$0 - $1,500,000: 1.00% $1,500,001 - $5,500,000: 0.75% $5,500,001+: 0.60%
$300 per hour for financial planning, consulting, and divorce planning services; $60 per hour for travel time in divorce planning
Account minimum: $100,000 (equivalent to $1,000 minimum annual fee, but may be waived or lowered at firm's discretion) Minimum fee: $1,000 minimum annual fee for asset management services
Main office location
Bmr Global Wealth Management Group, Inc.
3270 Suntree Blvd, Suite #1103
Melbourne FL 32940, United States
Number of offices
1
Most active in
Bmr Global Wealth Management Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Website
321-244-9100 & 631-498-4560
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