Gabriel Beshara is a registered investment advisor at Schwartz & CO., based in Bloomfield Hills, MI, with 14 years of industry experience. Gabriel 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 →Employment History
Current Registrations
Schwartz & CO.
Gregory J. Schwartz & CO., INC.Broker
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
State Registrations4 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
More Advisors
- Michael KuceraSchwartz & CO.
- Robert HigginsSchwartz & CO.
- Gregory SchwartzSchwartz & CO.
- Edward SchwartzSchwartz & CO.
- Kipatrick Mrkva, CFPGainplan LLC
- Samuel Gilbert, CFAYousif Capital Management, LLC