Schultz Financial Group Incorporated offers comprehensive wealth management and investment management services designed around its Four Capitals approach, which covers financial matters, physical well-being, intellectual engagement, and psychological space. The firm creates personalized financial plans and helps clients manage their investments, taxes, estate planning, charitable giving, and business consulting needs. For families with a net worth over $20 million, the firm also provides real estate advisory, multi-advisor coordination, and legacy planning. Schultz Financial Group Incorporated manages client accounts on a non-discretionary basis, meaning clients must approve every trade before it is executed. Clients can choose between a combined wealth management and investment management service billed as a fixed annual retainer, or stand-alone investment management and financial planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Rates apply to stand-alone non-discretionary investment management. The firm also offers combined wealth and investment management for a fixed annual retainer generally ranging from $20,000 to $150,000.
