Advisor at Bmr Global Wealth Management Group, Inc.
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Firm
Bmr Global Wealth Management Group, Inc.
Location
Melbourne, FL 32940
Credentials
Series 63, Series 65
Industry experience
7 years
Rita Medaglio Barrera is the sole advisor at BMR Global Wealth Management Group, Inc., an independent firm based in Melbourne, FL. She holds Series 63 and Series 65 licenses and has seven years of industry experience. In addition to her advisory role, she is an independent insurance agent specializing in Medicare supplement and Medicare Advantage plans for seniors. BMR Global Wealth Management Group, Inc. provides portfolio management and comprehensive financial planning services, including a specialized divorce financial-planning practice. The firm serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $1.05 million in discretionary assets with a focus on globally diversified, passively structured portfolios.
Based on Bmr Global Wealth Management Group, Inc.
Based on Bmr Global Wealth Management Group, Inc.
$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
3270 Suntree Blvd, Suite #1103
Melbourne, FL 32940
Florida · New York
Bmr Global Wealth Management Group, Inc.
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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