Gregory Schwartz
Gregory Schwartz is a registered investment advisor at Schwartz & CO., based in Bloomfield Hills, MI, with 41 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,835 clients with $9.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
3707 W. Maple, Bloomfield Hills, MI, 48301
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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.