Andrew Schwartz
Andrew Schwartz is a registered investment advisor at Hightower Advisors, LLC, based in Austin, TX, with 29 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.
Location
500 N Capital of Texas Hwy Building 3, Suite 110 A, Austin, TX, 78746
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2020Other Business ActivitiesSells Insurance
Andrew is an independent insurance agent with Hart Financial Group, selling long-term care, life/accident/health, and viatical settlements since 1996. He also serves as a partner for tax matters at Landpoor Ltd., dedicating minimal time to this role.
Employment History
Current Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Hightower Securities, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations10 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.