Christopher Schultz
Christopher Schultz is a registered investment advisor at Mwa Financial Services, INC., based in Punta Gorda, FL, with 9 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,012 clients with $640M 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 | 1.50% |
Adviser-managed and third-party managed accounts charge annual fees ranging from 0.25% to 1.50% of assets under management. Fees are negotiable.
Fee Estimator
Location
265 E Marion Ave., Unit 116, Punta Gorda, FL, 33950
Get directionsHistory
Regulatory History (2)
Criminal
February 2004Criminal
October 2003Other Business Activities
Christopher owns an RV rental business in Punta Gorda, FL, since May 2024. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Mwa Financial Services, INC.
Mwa Financial Services 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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