Lanny Rosenbaum is a registered investment advisor at Sip Financial Services, based in Glenville, NY, with 4 years of industry experience. Lanny 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. Their firm serves 90 clients with $24M 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 $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable. Accounts of members of the same household may be aggregated.
Fee Estimator
Location
133 Saratoga Road, Suite #5, Glenville, NY, 12302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sip Financial Services
State Registrations1 state
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