Matthew Schulz
Matthew Schulz is a registered investment advisor at Heck Capital Advisors, LLC, based in Milwaukee, WI, with 12 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,160 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm does not directly manage investments. Instead, they connect you with a third-party portfolio manager. The fees you pay will depend on the specific manager you choose. The firm receives a portion of the fees paid to the portfolio manager.
Location
833 E. Michigan St, Suite 1460, Milwaukee, WI, 54501
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2015Employment History
Current Registrations
Heck Capital Advisors, LLC
Previous Registrations
Aqr Investments, LLCBroker
Allspring Funds Distributor, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
AXA Advisors, LLCBroker
State Registrations2 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.