Schwarz Investment Partners offers ongoing portfolio management based on your individual objectives, financial situation, and investment needs. They create a personal investment policy through discussions and manage a portfolio containing various securities, including stocks, bonds, mutual funds, and ETFs. Clients retain ownership of all securities and can place reasonable restrictions on investments.
Assets Under Management$180M
Clients717
Advisors2
Avg. per Client$260K
Avg. per Advisor$92M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Portfolio management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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