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 Investment Management. Their firm serves 31 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% |
For fixed income individually managed accounts, the standard annual management fee is 0.25% of the account market value. Certain separately managed accounts employing a morally screened discipline are generally subject to a $25 million account minimum and are charged an annual management fee of 0.50% on the account market value of equity accounts and 0.25% on the market value of fixed income accounts. Fees with respect to separately managed accounts and individual accounts may be negotiable based on the adviser’s discretion.
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.
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Current Registrations
Schwartz Investment Counsel INC
State Registrations1 state
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