B
BMR Capital Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
BMR Capital Advisors provides investment management as well as financial planning and consulting to individuals and, when engaged, to pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations. The firm offers both discretionary and non‑discretionary services and disclosed that it had no assets under management as of the brochure date.
The firm uses fundamental analysis and Modern Portfolio Theory to construct broadly diversified portfolios that typically emphasize passive index mutual funds and ETFs but may also include actively managed funds, individual securities, fixed income, foreign issuers and options where appropriate. Discretionary accounts are monitored continuously and clients receive regular written reports along with custodian statements.
BMR operates as a fee‑only adviser that does not accept commissions or performance‑based fees and does not custody client assets or participate in wrap fee programs. It also offers multiple billing arrangements—including hourly and fixed‑fee engagements in addition to negotiable asset‑based arrangements—which along with the reported lack of AUM at filing distinguish its business profile from many peers.
Client services
Financial planning
Expertise
General retirement planning
Equity compensation tax strategy
Passive / index investing
Active portfolio management
Options & derivatives strategies
Fee options
Negotiated fixed fees depending on project complexity
$0 - $2,500,000: 1.0% annually $2,500,001 - $5,000,000: 0.8% annually $5,000,001+: 0.6% annually
$300 per hour
Account minimum: $750,000 Minimum fee: $7,500 per year minimum for asset-based fees Fee-only: Fees based on assets under management, hourly charges, and fixed fees; no commissions accepted
Main office location
BMR Capital Advisors LLC
West Roxbury MA, United States
Number of offices
1
Most active in
BMR Capital Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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.
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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.
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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
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