DeafInvest
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$13,460,000
Clients
68
Advisors
1
of 1 employees
About
DeafInvest provides fee-based investment advisory and financial planning services tailored primarily to individuals and small organizations connected to the deaf community, including deaf professionals, deaf-owned businesses, and nonprofit or charitable organizations. Like many independent advisers, the firm offers discretionary portfolio management for individual clients and supplements advisory work with tax planning and preparation as an integrated service.
The firm manages portfolios using publicly traded equities, ETFs, and investment-company securities, and offers both hands-on discretionary management and a robo-advisor option that uses the provider’s available securities lists; it monitors and rebalances accounts on an ongoing basis and uses fundamental, technical, and quantitative analysis. DeafInvest also manages pooled investment vehicles such as investment clubs and operates wrap-fee programs, applying its advisory process across both individual and pooled accounts.
Compared with typical peers, DeafInvest is notable for its explicit affiliation with an accounting firm (DeafTax LLC) and for providing tax preparation and bookkeeping as an add-on to advisory services, as well as for offering educational seminars and workshops for groups. The firm’s regulatory history includes a 2020 disclosure event related to a registration renewal issue that was resolved with a fine, a detail disclosed in its ADV.
Client services
Expertise
Fee options
Flat fees for seminars and workshops negotiated based on size, location and duration; examples: $600 for local 1-day workshop, $2,000 for seminar with 100+ attendees
$50,000 - $499,999: 2.0% (All-Inclusive Services) $500,000 - $1,499,999: 1.80% (All-Inclusive Services) $1,500,000 - $4,999,999: 1.50% (All-Inclusive Services) $5,000,000+: 1.0% (All-Inclusive Services) $50,000 - $499,999: 1.50% (Portfolio Only Service) $500,000 - $1,499,999: 1.30% (Portfolio Only Service) $1,500,000 - $4,999,999: 1.10% (Portfolio Only Service) $5,000,000+: 0.70% (Portfolio Only Service) $0 - $100,000: 1.00% (Robo-advisor Advisory) $100,000 - $999,999: 0.90% (Robo-advisor Advisory) $1,000,000 - $1,499,999: 0.80% (Robo-advisor Advisory) $1,500,000+: 0.70% (Robo-advisor Advisory)
$100 per hour for financial planning and investment research & consulting; negotiable
Account minimum: $5,000 Fee-only: $100 per hour for financial planning and investment research & consulting; fees negotiable; flat fees also possible for seminars/workshops starting at $100/hour or flat fee negotiated
Main office
1775 Tysons Blvd, 4th Floor #04160
Tysons VA 22102
Advisors at this office
1
Most active in
Arizona · District of Columbia · Florida · Maryland · Virginia
Also doing business as
Deafinvest · Louis J. Schwarz, Cfp · Schwarz Financial Concepts · Schwarz Financial Services LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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