Andrew
Schwarz
Summit Wealth Group LLC
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About this Advisor
Andrew Schwarz is a financial advisor based in White River Junction, Vermont. Schwarz is an employee of Summit Wealth Group LLC. Over the course of their career, Schwarz has held roles at Summit Wealth Group, LLC, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Schwarz has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Vermont. Summit Wealth Group LLC is an advisory firm headquartered in White River Junction, VT. The investment advisory business has a total of 11 people on staff. It oversees $500 million in total assets among its 1,351 accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 1,351 accounts, 39% are associated with high-net-worth investors who have more than $1 million in investable assets. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely depend on which services the firm provides the client. Fees charged by Summit Wealth Group LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Wealth Group LLC Brokerage Details
$499,675,083
11
1,351
$369,856
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Andrew Schwarz Work History
Andrew has been registered as a financial advisor for 0 years.*
Summit Wealth Group, LLC
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Summit Wealth Group, LLC
*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 Andrew Schwarz 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 Summit Wealth Group LLC
White River Junction, VT
White River Junction, VT
White River Junction, VT
White River Junction, VT
White River Junction, VT
White River Junction, VT
Exeter, NH
White River Junction, VT
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