Jocelyn Schwartz is a CFP-designated registered investment advisor at Pitcairn, based in Conshohocken, PA, with 7 years of industry experience. Jocelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 330 clients with $5.9B 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 | 1.10% |
The base annual investment advisory fee generally does not exceed 1.1% and varies based on factors such as assets invested and engagement complexity. Additional implementation fees of 20 to 80 basis points may apply for certain model portfolios and tax overlay services.
Fee Estimator
Location
Eight Tower Bridge, 161 Washington Street, Suite 801, Conshohocken, PA, 19428
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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
Pitcairn
Previous Registrations
Wescott Financial Advisory Group LLC
Scs Capital Management LLC
State Registrations2 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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