Schwartz & Co. provides advisory and consulting services to individuals, high net worth individuals, institutional retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. They work with clients to determine their needs, goals, and risk tolerance to develop an effective investment strategy. They also offer financial planning services that may address retirement, tax, charitable giving, and estate planning.
Fee Structure
Schwartz & Co. charges a percentage of your portfolio each year for wealth management and institutional advisory services. The exact fee is negotiable and depends on the amount you invest, the complexity of your situation, and the services you need. The maximum annual fee is 1.5%. Fees are calculated based on the market value of your investments and billed quarterly or monthly.