Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on a percentage of assets under management, with a maximum fee of 1.00%. The specific fee is outlined in the Investment Management Agreement and may be negotiable. Financial planning fees range from $150 to $300 per hour and are negotiable. Consulting fees also range from $150 to $300 per hour. The custodian will directly debit advisory fees from client accounts.
Areas of Practice
Advisor Information
Office location
6540 SW 10th Ave., Topeka, KS, 66615
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
M. is the trustee of the company-sponsored defined benefit plan, Schwart Financial Services Defined Benefit Plan, since 2013. M. manages the paperwork of the plan, spending minimal time on it.