Richard Schultz is a CFP-designated registered investment advisor at Pacific Investment Research, based in Orange, CA, with 22 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 89 clients with $150M 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 $500K | 1.25% |
| $500K+ | 1.25% |
Portfolios under $500,000 pay a flat fee of $1,600 per quarter ($6,400 annually). Portfolios over $500,000 pay an annual rate of 1.25%.
Fee Estimator
Contact
Richard Schultz
Location
942 E. Chapman Ave., Orange, CA, 92866
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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
Pacific Investment Research
State Registrations1 state
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
Richard has been providing investment advice and financial planning services to individuals and families for over 25 years. As Chief Investment Officer, he oversees research and investment processes of Pacific Investment Research (PIR).
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