R & M CONSULTANTS, LTD.

Overview

R & M Consultants, Ltd. is a limited liability company that provides fee-based financial planning and portfolio management services for individuals, small businesses and institutional clients. The firm describes itself as a capital allocator and includes selection of other advisers among its services, indicating a model that blends in-house oversight with third-party manager relationships. Its stated fee arrangements combine a percentage-of-AUM component with fixed-fee engagements. Investment activity emphasizes traditional portfolio management augmented by allocations to external managers. R & M Consultants, Ltd. lists pension consulting services among its advisory activities and also provides financial planning and portfolio management across private- and business-focused accounts. The firm does not identify as an active ESG investor and is not classified as a multistate adviser. R & M Consultants, Ltd. lists an industry affiliation with accounting professionals, suggesting access to tax and reporting expertise that can inform client portfolio construction and financial planning work.

Assets & Accounts

Investments & Alternatives

Location & Offices