Edgar Cortez is a registered investment advisor at Schlindwein Associates LLC, based in Dallas, TX, with 1 years of industry experience. Edgar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 127 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Schlindwein Associates charges a quarterly fee based on the value of your portfolio. There is also a base fee. The annual rates are:
Standard Accounts
- Base Fee: $1,000
- First $1,000,000: 0.75%
- Over $1,000,000 to $5,000,000: 0.50%
- Over $5,000,000: 0.25%
Not-for-Profit Accounts
- Base Fee: $500
- First $1,000,000: 0.50%
- Over $1,000,000 to $5,000,000: 0.30%
- Over $5,000,000: 0.15%
Location
1717 Main Street, Suite 3975, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Schlindwein Associates LLC
State Registrations2 states
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