Noah Schwartz
Noah Schwartz is a CFP-designated registered investment advisor at Magnolia Private Wealth, LLC, based in Newtown, CT, with 20 years of industry experience. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 159 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The fee charged is negotiable and is set forth in the portfolio management services agreement.
Fee Estimator
Location
14 Church Hill Road, Suite A4, Newtown, CT, 06470
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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
Noah is a member of Yankee Advisor Network, an insurance agency, performing administrative duties. This takes about 10-20% of his time and he receives overrides as compensation.
Employment History
Current Registrations
Magnolia Private Wealth, LLC
Previous Registrations
Blueprint Financial Strategies
Sterne Agee Investment Advisor Services, INC.
Sterne Agee Financial Services, INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Touchstone Securities, INC.Broker
UBS Financial Services INC.Broker
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.