Schwartz & Co., founded in 1976 and based in Bloomfield Hills, Michigan, provides ongoing wealth management, investment advisory, and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. Schwartz & Co. assists clients with investment objectives, asset allocation, and portfolio construction on both discretionary and non-discretionary bases. Financial planning services cover retirement planning, tax planning, charitable planning, succession planning, risk management, education funding, and estate planning. Additionally, the firm offers retirement plan advisory services under federal retirement plan rules and third-party managed account programs. Schwartz & Co. also operates as a licensed broker-dealer and is affiliated with an insurance agency, creating potential conflicts of interest regarding commission-based products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees are negotiable and may vary on a client-by-client basis.