Schlosser Financial Services is a registered investment advisor founded in 1997 and operated solely by Mark D. Schlosser, based in Seaside Park, New Jersey. The firm provides comprehensive financial planning and investment management services primarily to individuals, alongside assisting small businesses with retirement plans. Schlosser Financial Services operates on a non-discretionary basis, meaning all trades and portfolio rebalancing require client approval before execution. Portfolios are constructed using a diversified mix of exchange-traded funds, mutual funds, individual stocks, and bonds, with accounts held securely at Charles Schwab and Company. In addition to investment management, the firm offers guidance on insurance planning, where commissions may apply.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees are negotiable for larger accounts.