Robert Schwarz
Robert Schwarz is a CFP-designated registered investment advisor at Schwarz Investment Partners, based in Silver Lake, KS, with 49 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 717 clients with $180M 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 | 0.70% |
Advisory fees are negotiable and cover both portfolio management and financial planning services.
Fee Estimator
Location
323 Railroad, Silver Lake, KS, 66539
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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 →Other Business ActivitiesSells Insurance
Robert is the owner of Cobler Capital Management LLC, spending about 30% of his time there, and is involved with BMD Farms, Schwarz Brothers (rental properties and bank stock), Bob Schwarz CFP (sales of insurance products, taking about half of his time), New Century Bank (board member), Jakuco, INC (business payroll and bill paying), and Oregon Trail. He also owns Journey Investors, LLC.
Employment History
Current Registrations
Schwarz Investment Partners
Ofg Financial Services, INC.Broker
Previous Registrations
Ofg Financial Services, INC.
The Columbian Securities CorporationBroker
N.I.S. Financial Services, INC.Broker
State Registrations9 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.