Mark
Schwartz
Estate & Trust Advisors
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About this Advisor
Mark Schwartz is a financial advisor based in Winnetka, Illinois, working with Estate & Trust Advisors. Mark has previously held positions at Estate & Trust Advisors and Re-Direct Securities Corp. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Mark is part of Estate & Trust Advisors, which operates out of Winnetka, Illinois. The firm has 5 employees and manages assets totaling $216.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Estate & Trust Advisors includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Estate & Trust Advisors Brokerage Details
$216,339,173
5
541
$399,888
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
Re-Direct Securities Corp
Estate & Trust Advisors
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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