Schwartz Investment Management Co. (Simco) manages investment portfolios for individuals. Simco uses mutual funds and ETFs to build portfolios based on a client's risk profile. Simco operates on a fee-only basis, meaning Simco is only paid by clients based on the value of their investments. Simco uses Fidelity Investments as the custodian for all accounts.
Assets Under Management$19M
Clients65
Advisors1
Avg. per Client$290K
Avg. per Advisor$19M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.65% |
Fees on values in excess of $2,000,000 may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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