Martin W. Rosenzveig & Co. offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and retirement plans. MWR creates customized investment strategies using mutual funds, exchange-traded funds, individual stocks, and bonds. Financial planning services cover areas like retirement, education, and personal savings. MWR may refer clients to other specialists like accountants and attorneys.
Fee Structure
MWR charges an annual investment advisory fee ranging from 1.00% to 1.50% of your portfolio, billed quarterly in advance. The specific fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with MWR. Fees may be negotiable. This fee does not include brokerage fees or other transaction costs.