George Schwartz is a CFA-designated registered investment advisor at Schwartz Investment Counsel INC, based in Plymouth, MI, with 15 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 32 clients with $3.7B 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 $5.0M | 1.00% |
| $5M+ | 0.50% |
Standard annual management fee for equity and balanced individually managed accounts. Fixed-income accounts are charged 0.25% annually. Morally screened separately managed accounts have a $25 million minimum and are charged 0.50% for equity and 0.25% for fixed-income. Subject to a $20,000 annual minimum fee.
Fee Estimator
Location
801 W. Ann Arbor Trail, Ste 244, Plymouth, MI, 48170
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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
Schwartz Investment Counsel INC
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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