Jennifer Specter is a registered investment advisor at Schultz Financial Group Incorporated, based in Reno, NV, with 10 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 116 clients with $210M 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% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Rates apply to stand-alone non-discretionary investment management. The firm also offers combined wealth and investment management for a fixed annual retainer generally ranging from $20,000 to $150,000.
Fee Estimator
Location
5190 Neil Road, Suite 450, Reno, NV, 89502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer is a Managing Director at Cruz Consulting Group, providing human capital consulting services since 2013, dedicating about 10-20% of her time. She is also a Managing Partner at Spectre Investments LLC, a real estate investment firm, spending minimal time on accounting assistance since 2014.
Employment History
Current Registrations
Schultz Financial Group Incorporated
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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