Sun Kim is a registered investment advisor at Rmr Wealth Builders, INC., based in Montclair, NJ, with 19 years of industry experience. Sun 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rmr Wealth Builders, INC.
Previous Registrations
Keybanc Capital Markets INC.Broker
Barclays Capital INC.Broker
Lehman Brothers INC.Broker
Banc of America Securities LLCBroker
State Registrations1 state
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.