Robert Schultz
Robert Schultz is a registered investment advisor at Nwf Advisory Services INC, based in Encino, CA, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,671 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWF Advisory Services offers several investment management programs. Fees are negotiable and vary depending on the program and the amount you invest. Here's a summary of the maximum fees for each program:
- Advisor Managed Portfolios (Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Advisor Managed Portfolios (Non-Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Model Portfolios Program: 1.00% to 1.50% depending on the amount invested.
- SMA and UMA Program: 1.00% to 1.50% depending on the amount invested.
These fees cover advisory services and transactions. Additional fees may apply. Each financial advisor negotiates their own fee schedule.
Location
15821 Ventura Blvd. #660, Suite 1150E, Encino, CA, 91436
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2024Other Business ActivitiesSells Insurance
Robert sells life, health, disability, and long-term care insurance as a statutory agent for New World Financial & Insurance Services, taking about half of his time. He is also a partner in NWF Advisory Services, LLC, collaborates on firm policy, and works as a financial advisor under Artisan Capital Partners.
Employment History
Current Registrations
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
Previous Registrations
1717 Capital Management CompanyBroker
Royal Alliance Associates, INC.
State Registrations25 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.