Nancy Schultz
Nancy Schultz is a registered investment advisor at Schultz Retirement Income Solutions, INC., based in Rockland, ME, with 22 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 110 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fee will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
147 Park Street, Rockland, ME, 04841
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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 →Other Business ActivitiesSells Insurance
Nancy is involved in insurance sales, dedicating about 10% of her time to this activity. She is also a partner with J Edward Knight Senior Advantage, LLC, spending about half her time on this role and holding an ownership interest.
Employment History
Current Registrations
Schultz Retirement Income Solutions, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Mcdonald Investments INC.
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.