AG
AG

Aster Getahun

13 Years of Experience
Edison, NJ
Sells Insurance

Aster Getahun is a registered investment advisor at Rmr Wealth Builders, INC., based in Edison, NJ, with 13 years of industry experience. Aster 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
—
Loading...

Location

295 Pierson Ave., #2, Edison, NJ, 08837

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Aster owns an insurance business, dedicating minimal time to selling various insurance products. Aster is also a partner in a public accounting firm, spending nearly full-time hours providing accounting and tax services.

Employment History
Current Registrations
Rmr Wealth Builders, INC.
August 2020 - Present · 6 yrs 2 mos
Previous Registrations
Calton & Associates, INC.
May 2014 - December 2022 · 8 yrs 7 mos
Calton & Associates, INC.Broker
September 2013 - December 2022 · 9 yrs 3 mos
State Registrations1 state
NJ
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.
More Advisors