Scott Swartz is a CFP-designated registered investment advisor at Andersonlane, based in Needham, MA, with 16 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 43 clients with $51M 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 $3.0M | 0.85% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $9.0M | 0.65% |
| $9M+ | 0.55% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same household.
Fee Estimator
Location
1329 Highland Avenue, Suite 2, Needham, MA, 02492
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Andersonlane
Previous Registrations
Tfc Financial Management INC
The Colony Group, LLC
State Registrations1 state
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