Eric Schwartz is a CFP-designated registered investment advisor at Retirable, based in New York, NY, with 5 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 1,396 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is capped at $10,000 per year. Clients may also select Altruist model portfolios which charge between 0% and 0.12% per year.
Fee Estimator
Location
900 Broadway, Suite 808, New York, NY, 10003
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Retirable
Previous Registrations
Hornor, Townsend & Kent, LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
MML Investors Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.