Schulz Financial Group (SFG) provides investment management and financial planning services. Investment management is offered on a discretionary basis, where SFG makes investment decisions for you. Financial planning includes core financial planning for individual topics and comprehensive financial plans covering various aspects of your financial life. SFG tailors its services to each client's goals and objectives.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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