Joseph Schultz is a CFP-designated registered investment advisor at Hbks Wealth Advisors, based in Holmdel, NJ, with 31 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 7,824 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HBKS Wealth Advisors charges a fee based on a percentage of the assets they manage. The fee is calculated and paid quarterly, typically in advance, based on the market value of the assets. Fees may be negotiable in limited circumstances. Clients may also pay fees to sub-advisors, overlay managers, or third-party service providers.
Location
101 Crawford Corner Rd, Ste 2216, Holmdel, NJ, 07733
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Hbks Wealth Advisors
Previous Registrations
Ladenburg Thalmann & CO. INC.Broker
Barclays Capital INC.Broker
Barclays Capital INC.Broker
RBC Capital Markets CorporationBroker
RBC Capital Markets CorporationBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Prudential Securities IncorporatedBroker
Lehman Brothers INC.Broker
State Registrations1 state
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