How does the advisor help clients – Key Takeaways:
- Provides financial expertise to clients
- Offers a wide range of financial services
- Serves various types of clients
- Transparent with fees and compensation
- Has a good track record with minimal disclosures
Facts and Insights
SCHWARTZ & CO. is a leading financial advisory firm that provides a wide range of financial services to clients. With a team of experienced advisors, they offer expertise in areas such as investment management, retirement planning, estate planning, and more.
The firm is committed to providing personalized and comprehensive financial solutions to help clients achieve their financial goals. Through their strong market knowledge and research skills, they are able to provide valuable insights and advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1985 | $500 million | 25 |
| As of 2019 | $750 million | 35 |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Wealth management
- Insurance planning
- Educational fund planning
- Business planning
Client Types
The firm serves a diverse range of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Business owners
- Retirees
- Professionals
- Trusts
- Institutions
Fees & Compensation
SCHWARTZ & CO. follows a transparent fee structure and is committed to ensuring that clients understand the fees they are paying. The firm’s compensation is based on a percentage of assets under management, which aligns their interests with those of their clients.
Background
SCHWARTZ & CO. was founded in 1985 by John Schwartz, a renowned financial expert with over 30 years of experience in the industry. With a strong team of advisors and staff, the firm has built a reputation for providing exceptional financial services and maintaining long-term relationships with their clients.
Financial Advisor Disclosures to Know
As a respected financial advisory firm, SCHWARTZ & CO. has a clean record with minimal disclosures. This assures clients that they are working with a trustworthy advisor who puts their best interests first.