MR
CFP
MR
CFP

Martin Rosenthal

14 Years of Experience
Pembroke Pines, FL
Sells Insurance

Martin Rosenthal is a CFP-designated registered investment advisor at Common Cents Wealth Management, LLC, based in Pembroke Pines, FL, with 14 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 188 clients with $97M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
188 clients
Average Client Portfolio
$518K average
Assets Under Management
$97.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.00%
$1.0M - $2.0M0.75%
$2.0M - $4.0M0.50%
$4.0M - $6.0M0.25%
$6M+0.10%

Advisory fee may be negotiable in certain limited and special circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

15800 Pines Boulevard, Suite 3004, Pembroke Pines, FL, 33027

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Martin works as an independent fixed insurance agent since 2011, operating from his home. He spends minimal time on this activity.

Employment History
Current Registrations
Common Cents Wealth Management, LLC
October 2011 - Present · 14 yrs 7 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.