AS
CFP
AS
CFP

Alexander Salton

16 Years of Experience
Montclair, NJ

Alexander Salton is a CFP-designated registered investment advisor at Rmr Wealth Builders, INC., based in Montclair, NJ, with 16 years of industry experience. Alexander 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.

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
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Location

111 Grove Street, Suite 203, Montclair, NJ, 07042

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Rmr Wealth Builders, INC.
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2022 - November 2023 · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
June 2019 - November 2023 · 4 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
March 2019 - May 2019 · 2 mos
Legg Mason Investor Services, LLCBroker
September 2010 - April 2017 · 6 yrs 7 mos
Vanguard Marketing CorporationBroker
August 2008 - September 2010 · 2 yrs 1 mo
State Registrations3 states
NJNYTX
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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