William Schatz is a CFP-designated registered investment advisor at Elliott Cove Capital Management, based in Stanwood, WA, with 34 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 670 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Combined assets per fee family must total $1,000,000 or more and will be adjusted if total falls below $1,000,000 back to the tiered schedule of first $250,000 at 1.50% and the next $750,000 at 1.25%. Fees are negotiable based on the value of assets under management, complexity of the client's situation, the advisor representative providing services, and other factors determine between the firm and the client.
Fee Estimator
Location
Stanwood, WA
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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 →Other Business Activities
William is an Investment Advisor Representative at Elliott Cove Capital Management and trains other representatives, dedicating a significant amount of time to this role. He also assists his wife with cattle farming, serves as a board member for the Stanwood Camano Community Fair, is president of the Tacoma Swiss Sportsman Club, and is a managing member of Schatz Family LLC.
Employment History
Current Registrations
Elliott Cove Capital Management
Previous Registrations
Lincoln Investment
Lincoln InvestmentBroker
Great American Advisors, INC.Broker
Pmg Securities CorporationBroker
Investors Brokerage Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.