A complete list of active advisors currently associated with Bmr Global Wealth Management Group, Inc.
Warmer can help you find a great advisor at Bmr Global Wealth Management Group, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Bmr Global Wealth Management Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Melbourne, FL
| 7
|
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