Robert Schultz
Robert Schultz is a registered investment advisor at Capstone Wealth Management Group, LLC, based in Dunmore, PA, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 524 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capstone Wealth Management charges a percentage of your portfolio annually, ranging from 0.00% to 1.75%. The exact rate depends on the size of your portfolio and the complexity of the services you need. Fees are calculated based on the value of your investments at the end of the previous quarter.
Location
1202 Meade Street, Dunmore, PA, 18512
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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.
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Robert is involved in several business activities, including real estate rental, Capstone Wealth Management Group (DBA for LPL business), and Spruce Street Enterprises LLC. He also works as an assistant softball coach for Tunkhannock School District, dedicating about 10-20% of his time.
Employment History
Current Registrations
Capstone Wealth Management Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
LPL Financial LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations9 states
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