Preston Schwartz is a CFP-designated registered investment advisor at &partners, based in Sumter, SC, with 9 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
10 Miller Rd, Sumter, SC, 29150
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Preston is a cross country and middle school basketball head coach, treasurer for Sumter YMCA, chairman for Sumter County Museum, and finance chairman for Sumter Methodist Church. These activities involve coaching, budgeting, marketing, fundraising, and overseeing financial results, taking up minimal time overall.
Employment History
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Davenport & Company LLCBroker
State Registrations17 states
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