Michael Schulitz
Michael Schulitz is a CFP-designated registered investment advisor at Grey Ledge Advisors, LLC, based in Guilford, CT, with 28 years of industry experience. Michael 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 829 clients with $540M 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% |
| $1M+ | 0.87% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
One Park Street, Guilford, CT, 06437
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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 →Other Business ActivitiesSells Insurance
Michael is an independent licensed insurance agent since 2022, selling life and health insurance. He also owns Safara Group, LLC since 2021, dedicating minimal time to it, and receives renewal insurance commissions while assisting clients.
Employment History
Current Registrations
Grey Ledge Advisors, LLC
Previous Registrations
Rmc Investment Advisors
Trust Advisory Group LTD
Ages Financial Services, LTD.Broker
Voya Financial Partners, LLCBroker
Voya Investments Distributor, LLCBroker
Foreside Fund Services, LLCBroker
Lincoln Financial Distributors, INC.
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Distributors, INC.
Lincoln Financial Distributors, INC.Broker
Ivy Mackenzie Distributors, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Prudential Securities IncorporatedBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations2 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.