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Edward Majtenyi

Rmr Wealth Builders, INC.
43 Years of Experience
Scottsdale, AZ
2 DisclosuresSells Insurance
View SEC Summary
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Edward Majtenyi is a registered investment advisor at Rmr Wealth Builders, INC., based in Scottsdale, AZ, with 43 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 2,099 clients with $2.9B in assets under management.

Rmr Wealth Builders, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
2,099 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.65%

Fees are charged as a flat percentage of total assets under management up to a maximum annual rate of 2.65%. Fees are negotiable based on account value, services provided, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7047 E. Greenway Parkway, Suite 460, Scottsdale, AZ, 85254

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2001
Closed-No Action
Customer Dispute
November 1997
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Edward owns HR Ease LLC, a technology company, and is an officer at RMR Wealth Builders, Inc., an RIA and DBA for securities business. He also dedicates minimal time as a member of Wealth Builders Ventures OC, LLC, formed for investment in Orange Comet.

Employment History
Current Registrations
Rmr Wealth Builders, INC.
November 2014 - Present · 11 yrs 11 mos
Previous Registrations
Calton & Associates, INC.
August 2012 - January 2023 · 10 yrs 5 mos
Calton & Associates, INC.Broker
August 2012 - January 2023 · 10 yrs 5 mos
Financial Network Investment Corporation
September 2002 - September 2012 · 10 yrs
Financial Network Investment CorporationBroker
August 1986 - September 2012 · 26 yrs 1 mo
David Lerner Associates, INC.Broker
September 1983 - September 1986 · 3 yrs
State Registrations3 states
AZNJTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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