Alyssa Cortelyou
Alyssa Cortelyou is a CFP-designated registered investment advisor at Rmr Wealth Builders, INC., based in Montclair, NJ, with 8 years of industry experience. Alyssa 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
Alyssa is an employee and operations manager at RMR Wealth Builders, Inc., which is an RIA and DBA for securities business, and also provides insurance, payroll, HR, benefits administration, consulting and services. This is a full-time commitment for Alyssa.
Employment History
Current Registrations
Rmr Wealth Builders, INC.
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
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.