Beatrice Schultz
Beatrice Schultz is a CFP-designated registered investment advisor at Westface Financial Advisory, based in Camas, WA, with 12 years of industry experience. Beatrice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 57 clients with $41M 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 | 1.50% |
Fee may be negotiable.
Fee Estimator
Location
Camas, WA
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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
Beatrice is an owner/managing/insurance agent member of Paceline, LLC (DBA Westface College Planning and Westface Financial and Insurance Services) since 2006, dedicating about 10% of her time to each DBA. She also spends about 40% of her time with MoneyTrax North America, Inc., a financial services software company, since 2018.
Employment History
Current Registrations
Westface Financial Advisory
State Registrations3 states
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