Michael Rosenstein
Michael Rosenstein is a CFP-designated registered investment advisor at Build Financial Advisors, LLC, based in Aventura, FL, with 3 years of industry experience. Michael 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, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Build Financial Advisors charges an annual fee based on a percentage of the assets they manage, generally between 1.00% and a negotiable rate. The exact percentage depends on factors like the amount of assets managed and the complexity of the services. This fee is charged quarterly. Additional fees may be charged for advice at an hourly rate of $185-$300 per hour. A per quarter fee may be applied at between $375 to $750 and/or hourly fees ranging between $185 to $300 may apply as well. In the alternative, a flat fee between $300 - $5,000 may be applied on a per project basis.
Location
Aventura, FL
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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 →Other Business ActivitiesSells Insurance
Michael holds officer positions at several insurance companies, including First Chicago Insurance Company, United Security Insurance Company, Warrior Invictus Holding Company Inc, West Virginia National Auto Insurance Company, and Warrier Reinsurance Company Ltd. He dedicates nearly full-time hours to First Chicago Insurance Company and a few hours per week to United Security Insurance Company, while the other positions require minimal time.
Employment History
Current Registrations
Build Financial Advisors, LLC
State Registrations3 states
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