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Cary Schwartz

13 Years of Experience
Morristown, NJ

Cary Schwartz is a registered investment advisor at Blackhill Capital, INC, based in Morristown, NJ, with 13 years of industry experience. Cary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 80 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
80 clients
Average Client Portfolio
$25.0M average
Assets Under Management
$2.0B

Fee Structure

Investment management only (planning not offered)

Blackhill Capital's fees are calculated based on the value of the assets they manage in your portfolio each quarter. The fees are negotiable and range from 1.00% to 3.00% per year.

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Location

161 Madison Avenue, Morristown, NJ, 07960-7364

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Blackhill Capital, INC
January 2013 - Present · 13 yrs 4 mos
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.