Wealth Design Services Inc.
Wealth Design Services Inc. (CRD# 128133) is a financial advisory firm headquartered in Rochester, NY. They manage $163,618,386 in 412 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management164MILLION
Total Number of Accounts412ACCOUNTS
Average Account Value$397,132
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Steven Schwartz (CRD# 4703156) is an Investment Advisor Representative working at Wealth Design Services Inc. in Rochester, NY and has over 14 years of experience in the finance industry.