Edward Schwartz
Edward Schwartz is a registered investment advisor at Schwartz & CO., based in Bloomfield Hills, MI, with 32 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
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2004Criminal
July 1990Other Business ActivitiesSells Insurance
Edward is involved with numerous LLCs and holding companies, primarily focused on investments in senior living businesses and real estate. He also works as a management consultant for Schwartz Benefit Services, an insurance agency, dedicating minimal time to reviewing operations.
Employment History
Current Registrations
Schwartz & CO.
Gregory J. Schwartz & CO., INC.Broker
State Registrations52 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.