John Shultz
John Shultz is a registered investment advisor at Slavic Mutual Funds Management CORP., based in Boca Raton, FL, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 737 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Slavic Mutual Funds Management Corporation (SMF) offers investment management services with fees that vary depending on the type of account:
- Pre-Allocated Portfolios (Qualified Retirement Plans): 0.35% of the value of the assets in the managed portfolio, deducted quarterly.
- Bespoke (Qualified Retirement Plans): 0.35% of the value of the assets in the managed portfolio, deducted quarterly.
- Slavic Wealth Management Services (Including individual IRAs): Fees range from 0.40% to 0.75% for wealth management and individual retirement accounts. See the wrap fee brochure for a description of the fees charged and the costs incurred.
Location
1075 Broken Sound Parkway Nw, Suite 100, Boca Raton, FL, 33487-3540
Get directionsHistory
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 →Employment History
Current Registrations
Slavic Mutual Funds Management CORP.
Previous Registrations
Slavic Investment CorporationBroker
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Charles Schwab & CO., INC.Broker
State Registrations5 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.