About SWARTZ ADVISORY LLC
SWARTZ ADVISORY LLC is a leading financial advisory firm that specializes in providing personalized financial solutions to individuals, families, and businesses. Founded in 2010, the company has quickly established itself as a trusted and reliable source of financial expertise.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial solutions
- Provides expert financial advice
- Assists with long-term financial planning
- Specializes in individual, family, and business financial needs
Facts and Insights
SWARTZ ADVISORY LLC is dedicated to helping clients achieve their financial goals and secure their financial future. By providing expert financial advice and personalized solutions, the firm has helped numerous individuals, families, and businesses in achieving their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2010 | 5 | $50 million |
| 2011 | 7 | $75 million |
| 2012 | 9 | $100 million |
| 2013 | 12 | $125 million |
Financial Services Offered
SWARTZ ADVISORY LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance planning
- Education planning
- Business succession planning
Client Types
The firm caters to a diverse range of clients, including individuals, families, and businesses of all sizes. They work closely with their clients to understand their unique financial goals and develop customized strategies to help them achieve those goals.
Fees & Compensation
The fees and compensation structure at SWARTZ ADVISORY LLC is designed to be transparent and fair for their clients. The firm charges a percentage of assets under management as their fee, with the exact percentage varying based on the size of the portfolio. This ensures that the firm’s success is aligned with the success of their clients’ investments.
Background
The team at SWARTZ ADVISORY LLC is comprised of highly experienced and knowledgeable financial advisors who are dedicated to helping their clients achieve financial success. The firm’s advisors come from diverse backgrounds and bring a wide range of skills and expertise to the table, allowing them to provide comprehensive and well-rounded financial advice to their clients.
Financial Advisor Disclosures to Know
As a responsible and ethical financial advisory firm, SWARTZ ADVISORY LLC believes in full transparency and disclosure to their clients. They provide all necessary disclosures, including their fees, compensation structure, investment philosophy, and any potential conflicts of interest, to their clients. This ensures that their clients are well-informed and can make the best decisions for their financial future.