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Aaron Schwartz

Nationwide Investment Advisors, LLC
22 Years of Experience
Columbus, OH
Broker
View SEC Summary
View SEC Summary

Aaron Schwartz is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 22 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 251,223 clients with $17B in assets under management.

Nationwide Investment Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
392 advisors
Number of Clients
251,223 clients
Average Client Portfolio
$67K average
Assets Under Management
$16.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee is up to 1.00% for participant accounts, up to 0.65% for governmental and institutional plan participants, up to 0.50% for the Advice Program, and up to 0.02% for Smart Alliance. Fees are negotiable at the plan level.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One Nationwide Plaza, 03-07-202, Columbus, OH, 43215

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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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Other Business Activities

Aaron is a sole proprietor notary for Flexible Notary Services since August 2024. This requires a few hours per week and is not investment-related.

Employment History
Current Registrations
Nationwide Investment Advisors, LLC
June 2006 - Present · 20 yrs 4 mos
Nationwide Investment Services CorporationBroker
April 2005 - Present · 21 yrs 6 mos
Previous Registrations
Nationwide Investment Services Corporation
June 2006 - December 2006 · 6 mos
Nationwide Investment Services CorporationBroker
February 2003 - January 2004 · 11 mos
State Registrations2 states
FLOH
AdvisorBroker

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.
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