Nicole Hoag
Nicole Hoag is a registered investment advisor at Schwartz & CO., based in Bloomfield Hills, MI, with 18 years of industry experience. Nicole is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,737 clients with $10B 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% |
Maximum annual fee is 1.50%. Fees are negotiable and may vary on a client-by-client basis.
Fee Estimator
Location
3707 W Maple Rd, Ste 201, Bloomfield Hills, MI, 48301-3204
Get directionsHistory
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
Nicole is a sales representative at Schwartz Benefit Services, LLC, an insurance agency, since 2011. She dedicates minimal time to selling life insurance and fixed annuities.
Employment History
Current Registrations
Schwartz & CO.
Gregory J. Schwartz & CO., INC.Broker
Previous Registrations
Chase Investment Services CORP.Broker
Uvest Financial Services Group, INC.Broker
Ifmg Securities, INC.Broker
State Registrations15 states
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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