Michael Schwartz
Michael Schwartz is a registered investment advisor at Mz Capital, LLC, based in Washington, DC, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 71 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
All fees are negotiable. There is a minimum quarterly fee of $1,500.
Fee Estimator
Location
Washington, DC
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2009Other Business ActivitiesSells Insurance
Michael owns Home Instead Senior Care, dedicating nearly all of his time to it. He also volunteers as a Regional Leadership Council Member at Messiah College, spends minimal time as treasurer for the PA State Legion Baseball Tournament, and provides insurance advice as an agent with Master's Advisors.
Employment History
Current Registrations
Mz Capital, LLC
Previous Registrations
Securities America Advisors, INC.
Master's Advisors, INC.
Securities America, INC.Broker
Vanguard Marketing CorporationBroker
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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