Vicki Schultz is a CFP-designated registered investment advisor at Schultz Financial Group Incorporated, based in Reno, NV, with 32 years of industry experience. Vicki operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 5 more. Their firm serves 117 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Contact
Vicki Schultz
Location
5190 Neil Road, Suite 450, Reno, NV, 89502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Since 2013, Vicki has been an investment committee member for the University of Nevada, Reno Foundation. Her duties include attending meetings, reviewing investment policies, and assisting in investment decision-making, dedicating minimal time to this activity.
Employment History
Current Registrations
Schultz Financial Group Incorporated
Previous Registrations
Sierra Nevada Investment Management
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Vicki manages client relationships and provides wealth management services. She is actively involved in local organizations including the local Soroptimist chapter, the Community Foundation of Western Nevada’s Professional Advisors Council and the Investment Committee of the University of Nevada, Reno Foundation. She received her B.S. in Education from Temple University and obtained her MBA from California State University, Long Beach. When away from the office, she enjoys concerts, Broadway musicals and spending time with her family.