Swartz Wealth Management provides one-time financial plans covering various aspects of your financial life, including retirement, education, and estate planning. They also manage investment portfolios based on your individual goals and risk tolerance. Swartz Wealth Management constructs a plan to aid in the selection of a portfolio that matches each client's specific situation.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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