Richard Schultz is a registered investment advisor at Schultz and Associates INC., based in Ashland, OR, with 22 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $8.5M 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% |
| $1M+ | 0.50% |
Fees are calculated monthly. For accounts over $1 million, the basic monthly 1% fee is $833.33, plus any amount over the $1,000,000 level carries a 0.5% fee. Management fees may be reduced for clients based on a negotiated amount and because of certain circumstances.
Fee Estimator
Location
125 N 2nd St, Ashland, OR, 97520
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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 Activities
Richard is a vineyard owner at Kitchen Creek Vineyards. The time spent on this business is outside of normal business hours.
Employment History
Current Registrations
Schultz and Associates 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.