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Robert William Schwarz (East Sound)


Robert William Schwarz is an adviser based in East Sound. It manages $37.35 million of regulatory assets for 326 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.

Robert William Schwarz provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Robert William Schwarz: assets under management

The assets under management (AUM) of Robert William Schwarz is $37.35 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $37.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $114.57 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Robert William Schwarz for their services and products based on a percentage of assets under management, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in East Sound

The principal office where Robert William Schwarz performs its advisory services is located at 1116 Sunderland Road, East Sound, WA 98245 The mailing address of the firm is Po Box 1419, East Sound, WA 98245. An additional office of the firm is in North Bend, WA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 360-376-2763 or by fax 360-376-3913. The normal business hours are 7:30 a.m.-3:30 p.m. on Monday - Friday.


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