Edward Majtenyi
Edward Majtenyi is a registered investment advisor at Rmr Wealth Builders, INC., based in Scottsdale, AZ, with 42 years of industry experience. Edward 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
7047 E. Greenway Parkway, Suite 460, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2001Customer Dispute
November 1997Other Business ActivitiesSells Insurance
Edward owns HR Ease LLC, a technology company, and is an officer at RMR Wealth Builders, Inc., an RIA and DBA for securities business. He also dedicates minimal time as a member of Wealth Builders Ventures OC, LLC, formed for investment in Orange Comet.
Employment History
Current Registrations
Rmr Wealth Builders, INC.
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
David Lerner Associates, INC.Broker
State Registrations3 states
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.