Schultz & Associates, Inc. focuses on managing liquid assets for clients. The firm does not offer comprehensive financial planning or non-investment consultation services like insurance or estate planning. Schultz & Associates manages client portfolios on a discretionary basis, making investment decisions based on personal research. The firm primarily works with individuals, but also manages some pension and profit-sharing plans for small businesses. The minimum account size is $500,000, but may be waived in certain circumstances.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are calculated monthly. For accounts over $1 million, the basic monthly 1% fee is $833.33, plus any amount over the $1,000,000 level carries a 0.5% fee. Management fees may be reduced for clients based on a negotiated amount and because of certain circumstances.