Douglas Shultz
Douglas Shultz is a registered investment advisor at Integrated Advisors Network LLC, based in San Diego, CA, with 15 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 7,612 clients with $5.5B 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 | 2.95% |
Maximum annual fee is up to 2.95% of assets under management. Actual fees vary by practice group, investment program, and are negotiable.
Fee Estimator
Location
16935 W. Bernardo Court, Suite 170, San Diego, CA, 92127
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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
Douglas owns rental property and is a co-owner of Yorkshire College Planning. He is also the Escondido City Treasurer and a representative offering fixed insurance products, dedicating minimal time to each of these roles, except for the City Treasurer position, which takes about 10-20% of his time.
Employment History
Current Registrations
Integrated Advisors Network LLC
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Wells Fargo Advisors, LLCBroker
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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