Jeffrey Schwartz is a registered investment advisor at Access Wealth, based in Clifton, NJ, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 396 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Access Wealth's annual investment advisory fee varies up to 1.50% of the total assets they manage. The fee is based on factors like the amount of assets, complexity, and scope of services. The fee is negotiable.
Location
1115 Clifton Avenue, Clifton, NJ, 07015
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jeffrey is a CPA partner in public practice at Gregory and Schwartz since 1991. This activity is not investment-related.
Employment History
Current Registrations
Access Wealth
State Registrations1 state
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