Swartz Advisory LLC provides both investment management and financial planning services. For investment management, Swartz Advisory offers both discretionary and non-discretionary services, tailoring investment strategies to individual client goals and risk tolerance. Financial planning covers a range of topics including wills, estate plans, investments, taxes, retirement income, and college planning. Clients can impose restrictions on investments.
Assets Under Management$15M
Clients3
Advisors1
Avg. per Client$5M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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