Scholtz & Company is a wealth management firm offering customized investment portfolios based on a client's goals and risk tolerance. They invest in various securities, including stocks, bonds, and ETFs, using strategies like Balanced, All Cap Equity, Income, Small Cap Equity, and Tactical Allocation. They also offer financial planning services as needed.
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.