Philip Rabinovich
Philip Rabinovich is a registered investment advisor at Rmr Wealth Management, based in New York, NY, with 26 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 118 clients with $140M 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 | 2.50% |
Standard fee is up to 2.5% annually of the assets under management with a minimum fee of $1,000. Fees may be negotiable.
Fee Estimator
Location
14 Penn Plaza, Ste 1316, New York, NY, 10122
Get directionsHistory
Regulatory History (1)
Regulatory
September 2013Other Business Activities
Philip is a managing member of SP Capital Partners LLC, an investment firm, since 2008. He dedicates minimal time to investment selection and management.
Employment History
Current Registrations
Rmr Wealth Management
Dinosaur Financial Group, L.L.CBroker
Previous Registrations
Mcginn, Smith Advisors LLC
Mcginn, Smith & CO., INC.Broker
Mercer Partners IncorporatedBroker
State Registrations17 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.