Jocelyn Schwartz is a CFP-designated registered investment advisor at Pitcairn, based in Conshohocken, PA, with 6 years of industry experience. Jocelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 71 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pitcairn Wealth Advisors manages investments for a fee that generally does not exceed 1.25% annually. The exact fee depends on factors like the amount invested, complexity, and servicing needs, and is set forth in a written agreement. Similar clients could pay different fees. They also offer model portfolio accounts without tax overlay services for a fee of 0.20% of assets. Unified Managed Accounts with tax overlay services range from 0.50% to 0.60% for US Equity accounts and 0.75% to 0.80% for International Equity accounts. Account-level fees for tax, consolidated intermediary, and technology platform services range from $550 to $750 per account.
Location
Eight Tower Bridge, 161 Washington Street, Suite 801, Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pitcairn
Previous Registrations
Wescott Financial Advisory Group LLC
Scs Capital Management LLC
State Registrations2 states
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