Melissa Rosenfeld
Melissa Rosenfeld is a registered investment advisor at Lisch Investment Management LLC, based in Jersey City, NJ, with 24 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 101 clients with $63M 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 | 1.50% |
| $1.0M - $1.5M | 1.45% |
| $1.5M - $2.0M | 1.40% |
| $2.0M - $2.5M | 1.30% |
| $2.5M - $3.0M | 1.20% |
| $3.0M - $4.0M | 1.10% |
| $4.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees for accounts under $4,000,000 are NOT NEGOTIABLE. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
105 Greene Street, Ste L5, Jersey City, NJ, 07302
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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 Activities
Melissa is a partner with 57% ownership in Lisch & Lisch LLC, a CPA firm, dedicating nearly full-time hours. She also has 57% ownership in Lisch Investment Management Corp and Hudson River Investment Group LLC, spending minimal time assisting with financial plan preparation and research for both.
Employment History
Current Registrations
Lisch Investment Management LLC
Previous Registrations
Leigh Baldwin & CO., LLCBroker
Securities Service Network, INC.Broker
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.