Advisor at Rockwood Wealth Management, LLC
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Firm
Rockwood Wealth Management, LLC
Location
New Hope, PA 18938
Credentials
CFP®, Series 65
Industry experience
14 years
Samuel Feldbaum is a CFP® professional with 14 years of industry experience. He has been with Rockwood Wealth Management, LLC since 2016 and previously worked at Locust Capital Management from 2011 to 2016. Outside of his advisory role, he serves on the Finance Committee of the Bucks County Opportunity Council, an organization providing various self-sufficiency and community support services. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with comprehensive financial planning and investment management. The firm employs a passive, globally diversified investment approach and operates as a large multi-advisor team managing multi-billion-dollar assets from a single office.
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
2016 - Present (10 years)
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Other specialized services
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