Resource Management Service, LLC
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Overview
Resource Management Service, LLC operates as an advisory company based in Birmingham, Alabama. The firm oversees $4.9 billion in assets under management over 13 client accounts, making it one of the biggest investment advisory firms in the country by assets under management (AUM). It has a large group, including 17 financial advisors. Resource Management Service, LLC is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets like bonds, stocks and options.
Resource Management Service, LLC manages six of the firm's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction choices for the client's account without requiring client authorization. The company also has seven non-discretionary accounts totaling $3.6 billion in assets under management. The advisory firm manages about $375.1 million in assets for each client account. The average advisor at Resource Management Service, LLC oversees fewer than one client account, placing it among the most personalized financial advisor firms in the country.
Resource Management Service, LLC's main office is located at 31 Inverness Center Parkway, Birmingham, Alabama 35242. It is legally allowed to serve customers in the state of Alabama.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Resource Management Service, LLC by the Numbers
$4.9 billion
159
13
$375.1 million
Fee Structure
Financial advisory fees usually vary depending on which services the firm provides the client. However, fee types billed by the firm can be comprised of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Resource Management Service, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Resource Management Service, LLC provides services to pooled investment vehicles. Out of its 13 clients, Resource Management Service, LLC's biggest client type by number of accounts is pooled investment vehicles. Around 15% of its clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Resource Management Service, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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