Ronald Ray Schulze provides investment management services to individuals. Advice is provided through consultations, focusing on investment management. Ronald Ray Schulze is a fee-only firm and does not receive commissions. They may also advise on cash flow, college planning, retirement planning, tax planning, and estate planning.
Assets Under Management$6.2M
Clients16
Advisors1
Avg. per Client$390K
Avg. per Advisor$6.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The quarterly Investment Advisory Service Agreement fee is 1/2% maximum (2% annually), payable in arrears, and negotiable. Current client relationships may exist where the fees are lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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