Mezrah Financial has been offering full asset management for the past 25 years. This division is overseen and headed up by Mezrah Financial’ s Managing Partner and President, Lee Mezrah.
We offer a full array of investment options such as:
- Separate Account Money Management
- Mutual Fund and ETF Portfolios
- Access to Proprietary Investment Platforms via M Wealth
- Variable Life Insurance
We are very proactive and hands on as it relates to overseeing and managing our clients investment portfolios. As a boutique financial advisory firm our asset management fees and costs are typically much lower that the industry average which over time can add up to substantial savings for our clients.
In this area, we review all aspects of your financial situation and will either charge you our customary hourly rate for this service, or charge you a flat rate, depending upon the size of the project. Our Fee Only division will act as more of a consultant to you, based on what you are looking for.
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