Scholtz & Company, LLC
Assets Under Management
$313.7M
Number of Clients
203
Number of Advisors
2
Avg. Portfolio per Client
$1.5M
Avg. Managed per Advisor
$156.8M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Scholtz & Company is a wealth management firm offering tailored investment management to high-net-worth individuals and institutions. They invest in various securities, including common and preferred stocks, ETFs, and bonds, using strategies like Balanced, All Cap Equity, Income, Small Cap Equity, and Tactical Allocation. Financial planning services are also available as client needs arise, with portfolios customized based on risk profile, income needs, and investment goals.
Fee Structure
Scholtz & Company charges a percentage of your portfolio each quarter. The exact percentage depends on the amount of your assets. They also offer financial planning services for a fixed fee, quoted in advance based on the complexity of the project.
Areas of Practice
Location
107 Elm Street, Four Stamford Plaza, 5th Floor, Stamford, CT, 06902