Stuart Schrenzel
Stuart Schrenzel is a registered investment advisor at Key Client Fiduciary Advisors, LLC, based in Bonita Springs, FL, with 15 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,272 clients with $900M 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 | 2.00% |
Annual management fee varies up to 2.00% depending on portfolio size, composition, and services rendered. Fees are negotiable.
Fee Estimator
Location
Bonita Springs, FL
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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
Stuart works as an investment adviser representative for Key Client Fiduciary Advisors LLC, dedicating about a quarter of his time to providing investment advisory services. He also maintains a real estate license and is the executor for his father's estate, both requiring minimal time.
Employment History
Current Registrations
Key Client Fiduciary Advisors, LLC
Previous Registrations
Realta Equities, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
David Lerner Associates, INC.Broker
State Registrations3 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
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