Steven Schwartz is a CFP-designated registered investment advisor at Tfo Wealth Partners, based in Maumee, OH, with 22 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,642 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TFO Wealth Partners charges a percentage of your portfolio each year, not to exceed 1.5%. The exact fee is negotiable and depends on factors like the amount and type of your assets, the complexity of your situation, and the scope of services you need. Fees are typically billed quarterly in advance. Employees of TFO Wealth Partners and its affiliates may receive discounted fees. If a third-party investment manager is used, they will charge separate fees.
Location
1440 Arrowhead Drive, Maumee, OH, 43537
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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
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