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Peter Schwartz

Schwartz & CO.
30 Years of Experience
Bloomfield Hills, MI
BrokerSells Insurance
View SEC Summary
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Peter Schwartz is a registered investment advisor at Schwartz & CO., based in Bloomfield Hills, MI, with 30 years of industry experience. Peter 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.

Schwartz & CO.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,737 clients
Average Client Portfolio
$6.0M average
Assets Under Management
$10.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50%. Fees are negotiable and may vary on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

3707 W. Maple, Bloomfield Hills, MI, 48301

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Peter is involved with several LLCs, including Schwartz Holdings, Schwartz Benefit Services, and Schwartz Land Co., among others. He dedicates minimal time to reviewing investments and operations across these entities, and spends a few hours per month selling life/health insurance and fixed annuities.

Employment History
Current Registrations
Schwartz & CO.
May 2010 - Present · 16 yrs 5 mos
Gregory J. Schwartz & CO., INC.Broker
July 2001 - Present · 25 yrs 3 mos
Previous Registrations
Morgan Stanley & CO., IncorporatedBroker
March 1999 - June 2001 · 2 yrs 3 mos
Gregory J. Schwartz & CO., INC.Broker
June 1996 - March 1999 · 2 yrs 9 mos
State Registrations20 states
ALCACOCTFLGAILINMAMDMIMONCNHNYOKORPASCTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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