Mathias Schulz
Mathias Schulz is a registered investment advisor at Realta Investment Advisors, INC, based in New York, NY, with 10 years of industry experience. Mathias operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,958 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Realta Investment Advisors offers investment management services through various programs. The maximum annual fee for the Advisor as Portfolio Manager (APM) program is 2.50%, billed quarterly in advance. For Unified Managed Accounts (UMA) and Separately Managed Accounts (SMA), the maximum annual fee is also 2.50%, billed quarterly in advance, excluding platform fees. The total annual fee for the client (including Realta's fee and third-party platform fees) cannot exceed 3.00%. Fees are negotiable at Realta's discretion.
Location
40 Wall Street, 27th Floor, Suite 2704-A, New York, NY, 10005
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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
Mathias is paid through CGM Group, LLC and works as an Investment Advisor Representative for Realta Investment Advisors. Both activities take a full-time commitment during normal trading hours.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Previous Registrations
Benchmark Investments, LLCBroker
J.P. Morgan Securities LLCBroker
Coastal Equities, INC.Broker
Hfp Capital Markets LLCBroker
State Registrations36 states
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