Michael Rosenzweig
Michael Rosenzweig is a ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Boca Raton, FL, with 42 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
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Average Client Portfolio
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Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
2600 North Military Trail, Suite 420, Boca Raton, FL, 33431
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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 Registrations19 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.