Marc Guido
Marc Guido is a registered investment advisor at Rmr Wealth Builders, INC., based in Montclair, NJ, with 10 years of industry experience. Marc 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marc works as a performance coach/personal trainer, spending about a quarter of his time. He also coaches youth hockey about 10-20% of his time and works full-time as a personal financial specialist for RMR Wealth Builders Inc., which includes insurance agent duties.
Employment History
Current Registrations
Rmr Wealth Builders, INC.
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Hennion & Walsh Asset Management, INC.
Hennion & Walsh, INC.Broker
Summit Financial Resources INC
Summit Equities INC
Summit Equities, INC.Broker
David Lerner Associates, INC.Broker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Wells Fargo Advisors, LLC
Wells Fargo Advisors, 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.