Schultz Financial Group (SFG) provides wealth management and non-discretionary investment management services. SFG tailors its services to each client's unique situation, focusing on risk management, cash flow, tax planning, and estate planning. SFG also offers standalone wealth management services and non-discretionary investment management. SFG does not have discretionary authority, meaning clients must approve each trade.
Assets Under Management$200M
Clients117
Advisors4
Avg. per Client$1.7M
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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