BMR Capital Advisors LLC
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
Average 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
Expertise
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
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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