Curt Schultzberg is a registered investment advisor at Orange Investment Advisors, INC., based in Goshen, NY, with 25 years of industry experience. Curt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,391 clients with $1.7B 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 | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees vary by asset type. The primary schedule for equities, fixed income, and cash is shown. Other asset classes have separate schedules, such as fixed income only (0.60% down to 0.40%) and mutual funds (1.00%). Fees may be negotiable.
Fee Estimator
Location
117 Grand Street, Suite 201, Goshen, NY, 10589
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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
Orange Investment Advisors, INC.
Previous Registrations
American Portfolios Financial Services, INC.Broker
American Portfolios Advisors, INC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
People's United Advisors, INC.
People's Securities, INC.
People's Securities, INC.Broker
Gerstein Fisher
Gfa Securities, LLCBroker
AXA Advisors, LLCBroker
American General Funds Distributors, INC.Broker
Putnam Mutual Funds CORP.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
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
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