James Schwarz is a CFP-designated registered investment advisor at Clear Retirement Advice LLC, based in San Mateo, CA, with 14 years of industry experience. James 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, High Net Worth, and 4 more. Their firm serves 47 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clear Retirement Advice charges a flat fee of up to $7,000 per year for managing your investment portfolio. This fee is charged quarterly in advance. If you hire Clear to manage your investments, financial planning is included at no additional cost.
Contact
James Schwarz
Location
1900 S Norfolk St,, Suite 350, San Mateo, CA, 94403
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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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James is a limited partner in Quarry Hill, a family limited partnership. He has no control over decisions and receives no compensation.
Employment History
Current Registrations
Clear Retirement Advice LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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.
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