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Our Fee Structure

At Schwartz Financial, we strive to be transparent so that you'll have a clear understanding of the fees you'll be paying for our services. We charge both one-time only financial planning fees and ongoing investment management fees.

Our Investment Management Fees

We charge an investment management fee based on the value of your portfolio. We have found based on prior experience that our services work best with clients that have portfolios with a minimum value of $350,000 [including active 401(k) accounts].

For new clients, the minimum is waived for the family of existing clients, referrals as well as individuals under 35. If you feel that your individual circumstances warrant an exception to our minimum, we are happy to consider them on a case-by-case basis.

Our Financial Planning Fees

We also offer ongoing financial planning packages specific to our clients' needs. Fees for these packages are based on the complexity of the services provided. Each client receives a complimentary consultation, after which a flat fee is charged for service. The minimum one-time fee ranges from $1,000–$2,500.

  • Financial Planning Fees start at $1,000
  • Retirement Planning Fees start at $1,000

If you are interested in working with our office, please click to schedule a complimentary, no-obligation meeting. During this meeting we will sit for an hour or so and discuss many things, we will discuss our outlook, demonstrate our Wealth Management client website and even discuss our philosophy.   If at the end of this initial meeting both sides wish to continue we'd be happy to explain our services and fee structure in more detail at that time.