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Nicholas Schultz

2 Years of Experience
Saratoga Springs, NY

Nicholas Schultz is a registered investment advisor at Nye Street Partners LLC, based in Saratoga Springs, NY, with 2 years of industry experience. Nicholas 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 1 more. Their firm serves 6 clients with $10M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
6 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$10.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Nye Street Partners' investment management fees are negotiable. The final fee schedule is in the Investment Advisory Contract. They calculate fees based on the average market value of your investments at the end of each month within the quarter.

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Location

18 Division St, Unit 301, Saratoga Springs, NY, 12866

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Nye Street Partners LLC
May 2023 - Present · 2 yrs 11 mos
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.