Danielle Schultz is a PFS-designated registered investment advisor at Rollins Financial Advisors, LLC, based in Atanta, GA, with 10 years of industry experience. Danielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,004 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Portfolio size minimums and fees may be negotiable.
Fee Estimator
Location
3343 Peachtree Road Ne, Suite 500, Atanta, GA, 30326
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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
Danielle is a partner at Rollins & Van Lear PC, an affiliated CPA firm, where she spends nearly full-time. Her responsibilities include supervising accounting staff, tax planning, tax return preparation, and review.
Employment History
Current Registrations
Rollins Financial Advisors, LLC
Previous Registrations
Rollins Financial INC
State Registrations1 state
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
- Robert Schultz, CFP, ChFCRollins Financial Advisors, LLC
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- Edward Wilcox, CFA, CFPRollins Financial Advisors, LLC