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Karl Arthur Schwartz

Team Hewins, LLC

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About Karl Arthur Schwartz

Karl Schwartz is a registered investment advisor representative with Team Hewins, LLC. Karl has been in the financial services industry since August 2011. Karl's professional experience includes positions with Hewins Financial Advisors and Elko Financial Services, LLC D/B/A Elko Financial Advisors. Karl holds the Series 65 license and has the designation of Certified Financial Planner. Team Hewins, LLC has been serving clients since 2012 and has a history of providing financial services to individuals and businesses. The firm manages over $2 billion in assets and serves a variety of client types including high-net-worth individuals, charitable organizations, corporations, and pension plans. They specialize in financial planning, portfolio management, educational seminars, and selection of other advisors.

Firm Information

Karl Schwartz is currently registered with Team Hewins, LLC. Team Hewins, LLC is a registered investment advisor based in Redwood City, California. The firm manages approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Their services encompass financial planning, portfolio management for individuals and businesses, and educational seminars. Team Hewins specializes in personalized financial guidance, tailoring solutions to meet the unique needs of each client.
Team Hewins, LLC

203 REDWOOD SHORES PARKWAY

REDWOOD CITY, CA 94065

$2.50B

Assets Under Management

1

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Karl Schwartz’s Registration & Firm History

FL

06/04/2018 - Present

Team Hewins, LLC (BOCA RATON FL)

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Licenses & Designations

IA

Issued 12/16/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karl Arthur Schwartz.
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