Matthew Schultz
Matthew Schultz is a registered investment advisor at Private Client Services, LLC, based in Oklahoma City, OK, with 12 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
101 N.E. 82nd Street, Suite 200, Oklahoma City, OK, 73114
Get directionsHistory
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 ActivitiesSells Insurance
Matthew is involved in several business activities, including HousR Living LTD, Plan Group Financial, SMB LLC/MMBRO LLC, Stuhr Musem Foundation, The Academy of Classical Christen Studies, Private Client Services, First Financial Resources, DI Broker-East, and J Backwards D LLC. He also sells life, disability, health, group benefits, and LTC insurance, dedicating a significant portion of his time to these activities.
Employment History
Current Registrations
Private Client Services, LLCBroker
Plan Group Financial, INC.
Previous Registrations
Plan Group Financial, INC.
Saxony Securities, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations5 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.