Rosenberg Wealth Advisors

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Client assets under management

Clients

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Rosenberg Wealth Advisors provides discretionary wealth management and financial planning to individuals and high‑net‑worth clients. The firm offers customized portfolio construction and ongoing investment management, primarily using model portfolios composed of low‑cost mutual funds and ETFs while also employing individual stocks, bonds, and alternative investments when appropriate.

The firm’s investment approach emphasizes fundamental analysis and a generally long‑term orientation, with trades held shorter term as needed for rebalancing or changing market conditions. Rosenberg may implement all or a portion of a client’s portfolio through unaffiliated independent managers and performs initial and ongoing due diligence and oversight of those managers.

Distinctive for its peer group, Rosenberg explicitly selects and oversees other advisers for client accounts and discloses that it does not receive compensation from those independent managers, reflecting a manager‑selection model rather than proprietary fund management. The firm is newly formed and operates with a small advisory team and an institutional custodian relationship that provides platform and operational support while client assets remain with a qualified custodian.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Passive / index investing Private / alternative investments

Fee options

Percentage

$0 - $499,999: 1.50% annually $500,000 - $999,999: 1.40% annually $1,000,000 - $1,999,999: 1.20% annually $2,000,000 - $4,999,999: 1.00% annually $5,000,000 - $25,000,000: 0.80% annually First $25,000,000 - $25,000,000: 0.80% annually Next $25,000,000 - $50,000,000: 0.60% annually Next $50,000,000 - $100,000,000: 0.40% annually Above $100,000,000+: 0.20% annually

Other

Fee-only: Wealth management fees based on tiered percentage of AUM as detailed above; no commissions or other compensation received.

Main office location

Rosenberg Wealth Advisors

Franklin MI, United States

Number of offices

Most active in

Michigan

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (248) 325-5500

Advisors at this firm

Jordan R

Series 66

West Bloomfield, MI

Rosenberg Wealth Advisors

Jordan Rosenberg is a financial advisor with Robert Baird & Co. based in Birmingham, MI. He holds a Series 66 designation and has 14 years of industry experience, having been with Robert Baird & Co. since 2011. Outside of his advisory role, he is involved as an owner and partner in two non-investment related business ventures. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet diverse client goals and risk tolerances.

Wealth management Passive / index investing Private / alternative investments

Laura H

Series 66

Franklin, MI

Rosenberg Wealth Advisors

Laura Hartman is a financial advisor at Robert Baird & Co. with two years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services, Raymond James & Associates, ABC Vintage, LLC, and Revive. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a variety of investment strategies, including traditional and non-traditional allocations, with options for discretionary and non-discretionary management.

Wealth management Passive / index investing Private / alternative investments

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