Advisor at Rockwood Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Rockwood Wealth Management, LLC
Location
New Hope, PA 18938
Credentials
CFP®, Series 66
Industry experience
13 years
Adam Klazmer is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. He is currently with Rockwood Wealth Management, LLC, where he has worked since 2022. Prior to that, he was with Equitable Advisors, LLC and Axa Advisors, LLC. Klazmer serves on the boards of Yashar Lachayal, the Jewish Federation of Greater Philadelphia, and the Anti-Defamation League. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses, providing comprehensive financial planning and investment management. The firm uses a passive, globally diversified investment approach with a multi-advisor team operating under policies that include no commission compensation and a formal Code of Ethics.
Based on Rockwood Wealth Management, LLC
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $12,000, which may be waived or reduced at firm's discretion Fee-only: Fee-only compensation; no commissions accepted
6464 Lower York Road
New Hope, PA 18938
Pennsylvania
Rockwood Wealth Management
2022 - Present (4 years)
Rockwood Wealth Management
2022 - Present (4 years)
Equitable Advisors
2012 - 2022 (10 years)
Axa Advisors, Llc
2012 - 2020 (8 years)
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