Peter Scholtz is a registered investment advisor at Scholtz & Company, LLC, based in Stamford, CT, with 18 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 203 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Scholtz & Company charges a percentage of the value of your portfolio each quarter. The fee is based on the assets at the beginning of each quarter. Financial planning services are offered for a fixed fee, quoted in advance based on the project's complexity. Half is due upon engagement, and the remainder upon completion. Fees may be negotiable based on the amount of assets managed or the length/scope of the client relationship.
Location
107 Elm Street, Four Stamford Plaza, 5th Floor, Stamford, CT, 06902
Get directionsHistory
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
Scholtz & Company, LLC
Previous Registrations
Scholtz & CO
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.