William Schultz
William Schultz is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 16 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B 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 | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
200 Central Avenue, 24th Floor, St. Petersburg, FL, 33701
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
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
State Registrations52 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.
Exams
More Advisors
- Jared Sanders, CFPRaymond James & Associates, INC.
- Lidisis MachinRaymond James & Associates, INC.
- Matthew Stiphany, CFARaymond James & Associates, INC.
- Jeffrey HearnRaymond James & Associates, INC.
- Paul Manfrey, ChFCRaymond James & Associates, INC.
- Calvin Gross, CFPRaymond James & Associates, INC.