Gregory Schwartz
Gregory Schwartz is a registered investment advisor at Schwartz & CO., based in Bloomfield Hills, MI, with 42 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,737 clients with $10B 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 | 1.50% |
Maximum annual fee is 1.50%. Fees are negotiable and may vary on a client-by-client basis.
Fee Estimator
Location
3707 W. Maple, Bloomfield Hills, MI, 48301
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2021Other Business ActivitiesSells Insurance
Gregory manages The Stag Group and AGW Associates, both pooled investment funds, dedicating a few hours per week to each. He also works for Schwartz Benefit Services, an insurance agency, where he spends a few hours a month selling life/health insurance and fixed annuities.
Employment History
Current Registrations
Schwartz & CO.
Gregory J. Schwartz & CO., INC.Broker
State Registrations10 states
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.
Exams
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