Kathryn Schutz is a registered investment advisor at Perritt Capital Management INC, based in Chicago, IL, with 26 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 122 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee is negotiable at Perritt's discretion.
Fee Estimator
Location
300 S. Wacker Dr., Suite 600, Chicago, IL, 60606-6703
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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.
Learn about disclosures →Employment History
Current Registrations
Perritt Capital Management INC
Previous Registrations
Bard Associates INC
State Registrations1 state
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