Howard Stolzer is a registered investment advisor at Stolzer Rothschild Levy LLC, based in Basking Ridge, NJ, with 22 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 99 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees above $5 million are negotiable. All fees may be subject to certain annual minimums.
Fee Estimator
Location
233 Mt. Airy Road, Suite 100, Basking Ridge, NJ, 07920
Get directionsHistory
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
Stolzer Rothschild Levy LLC
Previous Registrations
Benefit Sources & Solutions Chadler LLC
Benefit Sources & Solutions
State Registrations2 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.