Jeffrey Schwartz
Jeffrey Schwartz is a CFA-designated registered investment advisor at Loomis, Sayles & Company, L.P., based in Bloomfield Hills, MI, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24,675 clients with $390B 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 $10.0M | 1.00% |
| $10.0M - $30.0M | 0.80% |
| $30M+ | 0.60% |
Representative fee schedule shown (Small Cap Value strategy). Loomis, Sayles & Company maintains numerous distinct fee schedules for various fixed income, equity, and collective trust strategies with minimum account sizes typically starting at $5 million to $100 million.
Fee Estimator
Location
39533 Woodward Ave., Suite 300, Bloomfield Hills, MI, 48304
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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 →Employment History
Current Registrations
Loomis, Sayles & Company, L.P.
Previous Registrations
Palisade Capital Management LLC
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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