MARTIN W. ROSENZVEIG & CO., LLC
Martin W. Rosenzveig & Co., LLC is a financial advisory firm that has been serving clients for over 25 years. Led by Martin W. Rosenzveig, the firm provides expert financial guidance to individuals and businesses. Their approach is grounded in a deep understanding of the financial market and a commitment to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers a comprehensive range of financial services
- Works with a variety of client types, including individuals and businesses
- Has a transparent fee structure
- Has a strong track record of success
Facts and Insights
Martin W. Rosenzveig & Co., LLC has a strong reputation in the financial industry. Their team of experienced advisors has a deep understanding of the market and works tirelessly to help clients build and protect their wealth. With a focus on personalized service and a commitment to client success, the firm has become a trusted source for financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
- Insurance Services
- Education Funding
- Business Succession Planning
Client Types
- Individuals
- High Net Worth Individuals
- Businesses
- Retirement Plans
- Trusts
Fees & Compensation
Martin W. Rosenzveig & Co., LLC operates on a fee-only basis, meaning they are not compensated by commissions or by selling financial products. This allows the firm to act objectively in the best interest of their clients. Fees are based on a percentage of assets under management, with a minimum annual fee of $5,000.
Background
Martin W. Rosenzveig has over 30 years of experience in the financial industry. He holds a Bachelor’s degree in Economics and a Master’s degree in Business Administration. Martin is a Registered Investment Advisor and has earned the Certified Financial Planner (CFP®) designation. He is also a member of the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
No disciplinary events have been reported for Martin W. Rosenzveig & Co., LLC. As a fee-only firm, they do not have any conflicts of interest or incentives to recommend certain products or services.
Overall, Martin W. Rosenzveig & Co., LLC is a highly reputable financial advisory firm that puts their clients’ interests first. Their diverse range of services, transparent fee structure, and long track record of success make them a top choice for individuals and businesses seeking expert financial guidance.