Rosenberg Wealth Management (RWM) provides investment management, financial planning, and services for retirement plans. For investment management, RWM creates strategies based on your goals and risk tolerance, and may use sub-advisors. Financial planning covers topics like retirement, cash flow, and estate preservation. RWM also advises retirement plans, acting as a limited scope fiduciary.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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