Michael Rosenzweig
Michael Rosenzweig is a ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Boca Raton, FL, with 43 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.
Fee Estimator
Location
2600 North Military Trail, Suite 420, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2007Other Business ActivitiesSells Insurance
Michael is the president of RFSNY, LLC and RAG RFS NY, LLC, and proprietor/owner of RFS Florida LLC, all life insurance brokerages. He also sells health and disability insurance, and dedicates about a quarter to half of his time to these activities.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Hornor, Townsend & Kent, LLC
State Registrations20 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.
Exams
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