Martin Rosenzveig
Martin Rosenzveig is a registered investment advisor at Martin W. Rosenzveig & CO., LLC, based in Beverly Hills, CA, with 27 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 20 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MWR charges an annual investment advisory fee ranging from 1.00% to 1.50% of your portfolio, billed quarterly in advance. The specific fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with MWR. Fees may be negotiable. This fee does not include brokerage fees or other transaction costs.
Location
Beverly Hills, CA
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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 →Employment History
Current Registrations
Martin W. Rosenzveig & CO., LLC
Previous Registrations
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Vestax Securities CorporationBroker
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.