Scott Schwartz
Scott Schwartz is a CFP-designated registered investment advisor at International Asset Management, based in San Mateo, CA, with 23 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 149 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
International Asset Management offers several investment management options:
- Portfolio Management: Fees are based on the amount of your portfolio:
- 1.5% per year on the portion of your portfolio under $500,000
- 1.25% per year on the portion of your portfolio between $500,000 and $1,000,000
- 1.0% per year on the portion of your portfolio over $1,000,000
- Portfolio Advisory: Fees are the greater of $2,000/year or:
- 1.00% per year on the portion of your portfolio under $1,000,000
- 0.85% per year on the portion of your portfolio between $1,000,000 and $2,000,000
- 0.70% per year on the portion of your portfolio over $2,000,000
- Comprehensive Service: Fees are based on the amount of your portfolio:
- 2.0% per year on the portion of your portfolio under $500,000
- 1.5% per year on the portion of your portfolio between $500,000 and $1,000,000
- 1.0% per year on the portion of your portfolio over $1,000,000
Former clients of Odyssey Wealth Management pay 0.75% per year. EuroAmerican Financial Advisors clients pay 0.5% per year. Some clients may qualify for a performance-based fee structure.
Location
411 Borel Avenue, Suite 502, San Mateo, CA, 94402
Get directionsHistory
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
Scott is a licensed pilot and flight instructor, and also serves on the Board of Directors and as President of a Rotary Club. He is also an insurance agent and an author, but dedicates minimal time to these activities.
Employment History
Current Registrations
International Asset Management
Ententvest INC.
Previous Registrations
Alexander Beard (USA), INC.
Individual Asset Management, INC
Cleary Gull INC.
Alexander Beard (USA), LLC
Sas Financial Advisors
State Registrations1 state
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