Edward Rosenfeld
Edward Rosenfeld is a registered investment advisor at Foresight Advisors, based in New York City, NY, with 5 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 7 clients with $5.2M 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 $100K | 2.50% |
| $100K - $300K | 2.25% |
| $300K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
The advisory fee may be negotiated between Foresight and the client.
Fee Estimator
Location
New York City, NY
Get directionsHistory
Regulatory History (1)
Criminal
May 1973Other Business Activities
Edward is a partner, tax member, and COO of Rosenfeld Media LLC, which has three lines of business: publishing, conferences and events, and training for corporation employees and individuals. These activities are in the fields of UX design and general business areas.
Employment History
Current Registrations
Foresight Advisors
Previous Registrations
Lincoln Financial Advisors Corporation
State Registrations1 state
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.