Jennifer Specter is a registered investment advisor at Schultz Financial Group Incorporated, based in Reno, NV, with 9 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 117 clients with $200M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Location
5190 Neil Road, Suite 450, Reno, NV, 89502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer is a Managing Director at Cruz Consulting Group, providing human capital consulting services since 2013, dedicating about 10-20% of her time. She is also a Managing Partner at Spectre Investments LLC, a real estate investment firm, spending minimal time on accounting assistance since 2014.
Employment History
Current Registrations
Schultz Financial Group Incorporated
State Registrations1 state
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