Schiff Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$40,366,736
Total clients
61
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
61
Average account size
$661,750
About
Schiff Wealth Advisors, LLC provides investment management and retirement-plan advisory services to individuals (including high-net-worth clients), trusts, qualified retirement plans, charitable organizations and small businesses. The firm also offers financial planning consultations on tax, estate, college planning and personal cash flow, and supports plan sponsors with participant education and investment platform design.
The firm’s investment approach is long-term and asset-allocation driven, grounded in Modern Portfolio Theory and implemented largely with passively managed, asset-class mutual funds (including Dimensional Fund Advisors funds) and ETFs; written investment policy statements and Monte Carlo analysis are used to set and evaluate objectives. For fixed-income needs SWA may retain a third‑party manager and relies on a sub‑advisory and back‑office relationship with Focus Partners Advisor Solutions to execute and administrate certain strategies.
Notably, SWA is affiliated with an accounting firm (Schiff & Associates, LLC) and discloses that the accounting practice receives referrals and that the firm’s principal devotes a substantial portion of business time to that practice; accounting services are offered separately and are not required of advisory clients. The firm operates as a solo advisory practice managing roughly $38.7 million in regulatory AUM across about 59 clients, applies minimum account thresholds for its services, and generally does not accept proxy‑voting authority for client securities.
Client services
Portfolio management
Selection of other advisers
Expertise
Passive / index investing
Real estate investing
Tax-loss harvesting
College savings (529s, UTMA, etc.)
Fee options
$100,000 - $199,999: $2,750 fixed minimum fee $200,000 - $499,999: 1.30% $500,000 - $999,999: 1.20% $1,000,000 - $1,999,999: 0.95% $2,000,000 - $2,999,999: 0.85% $3,000,000 - $3,999,999: 0.75% $4,000,000 - $4,999,999: 0.65% $5,000,000 - $9,999,999: 0.55% $10,000,000+: 0.50%
Account minimum: $200,000 or a minimum fee of $3,000 for Investment Management Services; $220,000 or a minimum fee of $2,500 for Employee Benefit Plan Services; $400,000 for complete fixed income portfolio management (may be negotiable) Minimum fee: Minimum fee of $2,750 per annum for Investment Management Services; Minimum fee of $2,500 per annum for Employee Benefit Retirement Plan Services
Main office location
Schiff Wealth Advisors, LLC
100 West Road, Suite 410
Baltimore MD 21204, United States
Number of offices
1
Most active in
Schiff Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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