Eric Schulze
Eric Schulze is a registered investment advisor at RBC Capital Markets, LLC, based in Denver, CO, with 29 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
1801 California Street, Suite 3900, Denver, CO, 80202-5822
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2019Customer Dispute
January 2013Customer Dispute
November 2012Customer Dispute
September 2012Other Business Activities
Eric owns Badger95, a real estate LLC, and dedicates minimal time to making buy and sell recommendations. He also serves on a committee for the National Kidney Foundation, spending minimal time helping with their golf tournament.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
B. C. Ziegler and Company
B. C. Ziegler and CompanyBroker
Washington Square Securities, INC.Broker
Fortis Investors, INC.Broker
Strong Funds Distributors, INC.Broker
State Registrations35 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.