Steven Schwartz is a CFP-designated registered investment advisor at Tfo Wealth Partners, based in Houston, TX, with 23 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,986 clients with $5.7B 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% |
Annual fee is charged as a percentage of assets under management not to exceed 1.5%. Fees are negotiable based on objective and subjective factors.
Fee Estimator
Location
600 N. Shepherd Drive, Suite 200, Houston, TX, 77007
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven owns Synergy Risk Management, Ltd., dealing with non-variable insurance and annuities, dedicating nearly full-time hours to it. He also owns various commercial real estate properties and is an indirect owner of Synergy Wealth Partners, LLP, along with being a partner at Axis Data Capital Partners.
Employment History
Current Registrations
Tfo Wealth Partners
Previous Registrations
LPL Financial Corporation
American General Securities Incorporated
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.
Exams
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