Charles Catapano is a registered investment advisor at Rmr Wealth Builders, INC., based in Eastport, NY, with 15 years of industry experience. Charles 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
Eastport, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles works as a financial advisor for RMR Wealth Builders, Inc. full-time. He spends about a quarter of his time during trading hours and receives other compensation, commissions, and fees.
Employment History
Current Registrations
Rmr Wealth Builders, INC.
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
LPL Financial 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.