Schulz Financial provides asset management and financial planning services, emphasizing portfolios designed to meet client needs. They focus on helping clients develop and execute plans to build and preserve wealth. They meet with clients to discuss their financial circumstances, investment goals, and risk tolerance to tailor a suitable portfolio. The firm monitors accounts, trades as necessary, and communicates regularly with clients.
Assets Under Management$49M
Clients29
AdvisorsN/A
Avg. per Client$1.7M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is 0.25% per quarter. Annual fee capped at $19,500 per year or $4875 per quarter per client. Minimum account opening balance is $100,000, which may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.