Mark
Schwartz
Estate & Trust Advisors
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About this Advisor
Mark Schwartz is a financial advisor working in Winnetka, Illinois with a total of 22 years of relevant experience. Schwartz is currently employed by Estate & Trust Advisors. Schwartz has gained experience at Estate & Trust Advisors and Re-Direct Securities Corp. Schwartz has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois. Estate & Trust Advisors is a firm that has its headquarters in Northbrook, IL. It administers $206 million in assets under management across its 652 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 652 accounts, 44% are held by high-net-worth individuals who have more than $1 million in assets. Estate & Trust Advisors has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fees billed by Estate & Trust Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Estate & Trust Advisors Brokerage Details
$205,765,399
5
652
$315,591
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Mark Schwartz Work History
Mark has been registered as a financial advisor for 22 years.*
Re-Direct Securities Corp
Estate & Trust Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Schwartz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Estate & Trust Advisors
Winnetka, IL
Northbrook, IL
Northbrook, IL
Winnetka, IL
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