Gavin Mckenzie is a registered investment advisor at Schwartz & CO., based in Bloomfield Hills, MI, with 3 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,835 clients with $9.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Schwartz & Co. charges a percentage of your portfolio each year for wealth management and institutional advisory services. The exact fee is negotiable and depends on the amount you invest, the complexity of your situation, and the services you need. The maximum annual fee is 1.5%. Fees are calculated based on the market value of your investments and billed quarterly or monthly.
Location
3707 W. Maple, Bloomfield Hills, MI, 48301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Schwartz & CO.
Gregory J. Schwartz & CO., INC.Broker
State Registrations1 state
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