Schulz Wealth provides investment advisory services to individuals, families, and other client types. Services include comprehensive wealth planning, investment management, ongoing financial planning, and limited-scope financial planning. For clients with less than $900,000, Schulz Wealth generally recommends using Betterment LLC as a third-party sub-manager. Schulz Wealth takes discretionary authority in client accounts, allowing them to make trades without asking first.
Assets Under Management$440M
Clients176
Advisors3
Avg. per Client$2.5M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $900K | 1.25% |
| $900K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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