Wayne
Schwartz
Strategic Financial Concepts, LLC
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About this Advisor
Wayne Schwartz is a financial advisor based in Austin, Texas, working with Strategic Financial Concepts, LLC. Wayne has previously held positions as a Self Employed Life Insurance Agent and at Strategic Financial Concepts. Wayne has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Wayne is part of Strategic Financial Concepts, LLC, which operates out of Austin, Texas. The firm has 25 offices and 35 employees. The firm manages assets totaling $987.6 million and serves a variety of clients, including charitable organizations and 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, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Strategic Financial Concepts, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Financial Concepts, LLC Brokerage Details
$987,555,105
35
4,631
$213,249
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Wayne Schwartz Work History
Strategic Financial Concepts
Self Employed Life Insurance Agent
Disclosures
Please visit the SEC profile of Wayne 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 Strategic Financial Concepts, LLC
Houston, TX
Metairie, LA
El Paso, TX
San Antonio, TX
Round Rock, TX
San Antonio, TX
Norman, OK
Round Rock, TX
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