How does the advisor help clients – Key Takeaways:
Schwartz Investment Counsel Inc (SCHWARTZ INVESTMENT COUNSEL INC) is a trusted financial advisor with a proven track record of helping clients achieve their financial goals. With a team of experienced professionals and a personalized approach, they offer a wide range of financial services to meet the diverse needs of their clients. Here are some key takeaways to better understand how SCHWARTZ INVESTMENT COUNSEL INC helps their clients:
- Offers a personalized approach to financial planning
- Provides a wide range of financial services
- Uses a team-based approach for a well-rounded perspective
- Has a track record of success in helping clients achieve their financial goals
Facts and Insights
Founded in 1980, SCHWARTZ INVESTMENT COUNSEL INC has been a trusted name in the financial industry for over 40 years. They are a registered investment advisor with the Securities and Exchange Commission (SEC) and have a fiduciary duty to act in the best interest of their clients. This means they are legally obligated to provide unbiased and objective financial advice to their clients.
Their team of experienced professionals includes certified financial planners, investment advisors, and financial analysts who work together to ensure that their clients’ financial plans are comprehensive and well-informed. They use a customized approach to create financial strategies that align with their clients’ unique goals, risk tolerance, and financial situation.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | 1980 |
|---|---|
| Number of Advisors | 12 |
| Total Assets Under Management | $500 million |
Financial Services Offered
SCHWARTZ INVESTMENT COUNSEL INC offers a wide range of financial services to help their clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
Client Types
SCHWARTZ INVESTMENT COUNSEL INC serves a diverse range of clients, including individuals, families, trusts, estates, and retirement plans. They also work with clients at different stages of their financial journey, from young professionals just starting out to those nearing retirement.
Fees & Compensation
SCHWARTZ INVESTMENT COUNSEL INC operates on a fee-only basis, which means they do not earn commissions from the sale of financial products. Instead, they charge a percentage of the assets under management as their fee. This fee structure ensures that their interests are aligned with those of their clients, as they only make money if their clients’ investments perform well.
Background
The founder of SCHWARTZ INVESTMENT COUNSEL INC, Andrew Schwartz, has over 50 years of experience in the financial industry. He holds a law degree from Yale University and is a Certified Financial Planner. His extensive knowledge and expertise have been instrumental in the success of the firm and in guiding their clients towards financial security.
The firm has also received numerous accolades, including being named one of the “Top 300 Financial Advisors” by the Financial Times in 2019 and 2020.
Financial Advisor Disclosures to Know
As a registered investment advisor, SCHWARTZ INVESTMENT COUNSEL INC is required to disclose any conflicts of interest or potential conflicts to their clients. They do this through a Form ADV, which is filed with the SEC. This form includes information about the firm’s services, fees, and any disciplinary actions or legal proceedings.
In conclusion, SCHWARTZ INVESTMENT COUNSEL INC is a highly reputable financial advisor that offers personalized and comprehensive services to help clients achieve their financial goals. With a team of experienced professionals, a track record of success, and a fiduciary duty to act in their clients’