Frank Schulz is a registered investment advisor at Rcm Wealth Advisors, based in Chicago, IL, with 14 years of industry experience. Frank 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 4 more. Their firm serves 830 clients with $390M 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 $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable based on client complexity and assets. Non-discretionary accounts charge 0.5% with a $500 minimum and a 3% maximum. Internal managed asset portfolio strategies may carry additional strategy fees of 0.25% to 0.5%.
Fee Estimator
Location
405 W Superior, Ste 606, Chicago, IL, 60654
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2015Employment History
Current Registrations
Rcm Wealth Advisors
Previous Registrations
Wells Fargo Advisors, LLC
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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