Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
531 clients
Average Client Portfolio
$6.5M average
Assets Under Management
$3.4B
Fee Structure
Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Discounts may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$2,500
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Contact
Karl Arthur Schwartz
Location
2255 Glades Road, Suite 210-E, Boca Raton, FL, 33431
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Team Hewins, LLC
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Elko Financial Advisors
December 2014 - December 2015 · 1 yr
Hewins Financial Advisors, LLC
November 2012 - June 2018 · 5 yrs 7 mos
Wipfli Hewins Investment Advisors LLC
February 2009 - July 2013 · 4 yrs 5 mos
State Registrations2 states
CAFL
Advisor
Exams
No exam information available for this advisor.
Additional Information
I discovered a passion for financial planning at an early age. As far back as high school, I was working the numbers to see what would be needed to build a retirement nest egg. I graduated from the University of Wisconsin, La Crosse, with a B.S. in Accounting, and since then, I've thrived on easing financial stress for my clients. We will take one step at a time, prioritize your issues, and take care of them at a manageable pace.
Contact
Karl Arthur Schwartz