Adam Schwartz
Adam Schwartz is a CFP-designated registered investment advisor at Mgfs Private Wealth, LLC, based in Ft Myers, FL, with 31 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 188 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MGFS Private Wealth charges a maximum annual fee of 1.95% of the assets they manage in your investment portfolio. The exact fee schedule is determined by your advisor. Fees charged by third-party platforms or managers are in addition to MGFS PW's fee. Fees are typically deducted from your account monthly or quarterly.
Location
Ft Myers, FL
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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
Adam is a book author, a broker selling fixed insurance products, and a consultant for A&L Schwartz, LLC. He is also setting up an independent RIA, MGFS Private Wealth, LLC, to replace GCD Advisors.
Employment History
Current Registrations
Mgfs Private Wealth, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Gcd Advisors, LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Assetmark Brokerage, LLCBroker
Capital Brokerage CorporationBroker
Assetmark, INC.
Capital Brokerage CorporationBroker
Genworth Financial Asset Management, INC
Genworth Financial Securities CorporationBroker
Capital Brokerage CorporationBroker
Manulife Financial Securities LLC
Manulife Financial Securities LLCBroker
Amstar Distributors, INC.Broker
Janus Distributors, INC.Broker
Banc One Securities CorporationBroker
First Chicago Nbd Investment Services, INC.Broker
Liberty Securities CorporationBroker
Mony Securities CORP.Broker
State Registrations23 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.