- Best Practices
- Fiduciary September
- Campaign for Investors
On March 26, 2017
Schulz Wealth will work with clients remotely. Schulz Wealth offers comprehensive wealth management, investment management, and financial planning.
Compensation methods accepted
Assets Under Management (AUM)
Fixed fee based on assets or financial circumstances.
Required education for senior advisors in the firm
CFP® (Certified Financial Planners)
Link to SEC/state registration:
I formed my RIA in 2014 to create the type of unbiased client/adviser relationship I had always envisioned. Schulz Wealth offers a clear, simple, and direct connection between who we work for and how we are compensated. In short, the better our clients do, the better we do as a firm. That’s the way it should be when the end goal is to maximize and build wealth for our clients.
A broker is paid by commissions, which can vary greatly based on the type and number of investments they recommend. RIAs are compensated according to a clear fee schedule, regardless of which investments they recommend or how many trades they execute. This is why many brokers fear full disclosure of compensation because they are unsure of the value they provide to the client. As a fiduciary, I welcome full disclosure because the unencumbered advice I provide has great value and always puts my clients’ best interests first. As a fiduciary, my goals are aligned with my clients’ goals. I have a specific legal obligation, in addition to the moral obligation I put upon myself, to always act in my clients’ best interests. This alignment provides the opportunity for a lifetime relationship that is based upon my clients’ financial success. We act as true strategic partners and have a vested interest in each of our client’s success.
The Institute for the Fiduciary Standard
Welcome to the Institute for the Fiduciary Standard!The Institute is a nonprofit formed in 2011 to benefit investors and society through its research, education and advocacy of the fiduciary standard's importance to investors, our capital markets and economy. Six key fiduciary duties embody the fundamental elements of an investment fiduciary’s responsibility. Read More
Why an InstituteThe rationale for an Institute for the Fiduciary Standard is straightforward: The fiduciary standard is important, representing ideas central to our form of government and free market economy; it is under significant pressures from market forces that could sharply limit its reach; no other entity is solely focused on preserving and promoting the fiduciary standard. More...