Schwarz Financial Services LLC (operating as DeafInvest) provides investment management and financial planning services. These services include tax planning and preparation, financial planning, investment research and consulting, and portfolio management. SFS manages client investments on public stock market exchanges. SFS also offers portfolio management services through a robo-advisor platform.
Assets Under Management$14M
Clients70
Advisors1
Avg. per Client$200K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1000K | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.70% |
Schedule is for Robo-advisor Advisory Portfolio Management Service. Fees are not negotiable. Hand-On Advisory Portfolio Management Service fees are negotiable up to a maximum of 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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