Alyssa Dalbey is a CFP-designated registered investment advisor at Schultz Financial Group Incorporated, based in Reno, NV, with 8 years of industry experience. Alyssa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 5 more. Their firm serves 116 clients with $210M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Rates apply to stand-alone non-discretionary investment management. The firm also offers combined wealth and investment management for a fixed annual retainer generally ranging from $20,000 to $150,000.
Fee Estimator
Contact
Alyssa Dalbey
Location
5190 Neil Road, Suite 450, Reno, NV, 89502
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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 →Employment History
Current Registrations
Schultz Financial Group Incorporated
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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