Schultz Retirement Income Solutions offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, and small businesses. Schultz creates customized investment strategies based on each client's goals, risk tolerance, and financial situation. Schultz may recommend rolling over retirement plan accounts into accounts managed by them, which creates a conflict of interest. Financial planning services are also offered, either as part of investment management or as a separate agreement.
Assets Under Management$28M
Clients110
Advisors1
Avg. per Client$250K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fee will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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