Bmr Global Wealth Management Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,054,062
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average 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
Expertise
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
Florida · New York
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.
-
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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")