Rosenberg Wealth Advisors offers personalized wealth management services, combining continuous investment management with comprehensive financial planning. The firm builds customized portfolios primarily using low-cost, diversified mutual funds and exchange-traded funds, alongside individual stocks, bonds, and alternative investments when appropriate. Rosenberg Wealth Advisors acts legally required to act in your best interest and works closely with clients to understand their financial goals, risk tolerance, and personal situation. In addition to managing portfolios, the firm helps clients navigate retirement planning, education savings, and other financial needs. Rosenberg Wealth Advisors generally does not impose a minimum account size, welcoming individuals, high net worth individuals, charitable organizations, businesses, and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $25.0M | 0.80% |
| $25M+ | 0.80% |
For clients with over $25,000,000, a blended tier schedule applies: first $25M at 0.80%, next $25M at 0.60%, next $50M at 0.40%, and above $100M at 0.20%. Fees are negotiable at the firm's discretion.