Joshua Mondschein
Joshua Mondschein is a registered investment advisor at Rmr Wealth Builders, INC., based in Montclair, NJ, with 37 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,099 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RMR Wealth Builders manages investment portfolios for clients, charging a percentage of the assets managed. The annual fee is a flat percentage of the total account value. The exact percentage is negotiable, but will not exceed 2.65%. Clients also pay an annual administrative fee of $80, charged quarterly. Clients can choose to have fees directly debited from their account or be billed directly.
Location
111 Grove Street, Suite 203, Montclair, NJ, 07042
Get directionsHistory
Regulatory History (2)
Regulatory
February 1995Employment Separation After Allegations
February 1995Other Business ActivitiesSells Insurance
Joshua is the owner of Mondschein Associates, Inc., an insurance agency and pension consultant, dedicating nearly full-time hours to it. He is also an independent contractor for RMR Wealth Builders, Inc., an RIA and insurance business, spending about a quarter of his time on advisory and insurance services.
Employment History
Current Registrations
Rmr Wealth Builders, INC.
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Financial Network Investment CorporationBroker
Royal Alliance Associates, INC.Broker
Nathan & Lewis Securities, INC.Broker
Berkshire Equity Sales, INC.Broker
State Registrations3 states
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.