Griffin Schulz is a registered investment advisor at Flexincome Fund, based in Westhampton, NY. Griffin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1 clients with $200K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FlexIncome Fund charges a management fee of 2% annually on your portfolio. This is calculated based on the average daily balance and billed at the end of the year. In addition, they charge a performance fee of 20% of net profits above a 5% annual hurdle rate. This performance fee is only available to certain qualified clients.
Location
Westhampton, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Flexincome Fund
State Registrations1 state
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