Stolzer Rothschild Levy LLC provides wealth management services to individuals, high net worth families, retirement plans, and other advisors. Services include asset selection and allocation. For retirement plans, this includes employee-directed 401(k) and 403(b) plans, defined benefit plans, and similar retirement plans. Stolzer Rothschild Levy may also serve as a sub-advisor to other advisors and provide pension-related services and non-specific investment advice.
Assets Under Management$150M
Clients99
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$73M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees above $5 million are negotiable. All fees may be subject to certain annual minimums.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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