Matthew Taylor Schwartz

CFP

Tfo Wealth Partners

5 Years of Experience

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Firm Information

Tfo Wealth Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

31 advisors

Number of Clients

1,642 clients

Average Client Portfolio

$3.0M average

Assets Under Management

$4.9B

Fee Structure

Fees for Investment Management and Family Office services are typically billed in advance each quarter, based on the account value at the end of the previous quarter. Our fees, account minimums and their applications to family circumstances are negotiable.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Advisor Information

Office location

1440 Arrowhead Drive, Maumee, OH, 43537

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Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

Matthew is an insurance agent designing life insurance policies through Synergy Risk Management, LTD since August 2020. This activity takes about 10-20% of his time, including time during securities trading hours.