David Rosen is a registered investment advisor at Rosen Investment Management LLC, based in Needham, MA, with 12 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.98% |
The annual fee of 0.98% is negotiable. Matson Money is compensated through management fees charged by the mutual funds in which you are invested.
Fee Estimator
Location
75 Second Avenue, Suite 605, Needham, MA, 02494
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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
Rosen Investment Management LLC
State Registrations1 state
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