Schultz Collins Review


Trust Score 80%
Trust Score info_outline
Share

Schultz Collins, federally registered in 1995, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 5 advisors. Schultz Collins manages $898 million and provides investment advisory services for 159 clients (1:32 advisor/client ratio).

Schultz Collins requires a $1,000,000 minimum investment and charges a blended rate between 1.00% and 0.20% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 32 clients (industry average 1:50)

Considerations


  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients
  • Communications sent to the firm’s website are not secure and encrypted

View Full Report


Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $1,000,000
Minimum Annual Fee $10,000
Average Account AUM $5,646,949
Hybrid Advisor No
Disciplinary History No
Total AUM $898 million
Advisor / Client Ratio 1:32
Headquarters San Francisco, CA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 1.00%
$1,000,001 to $2,000,000 0.80%
$2,000,001 to $5,000,000 0.60%
$5,000,001 to $10,000,000 0.40%
$10,000,001 to $50,000,000 0.30%
$50,000,001+ 0.20%


Questions & Answers



Get answers about Schultz Collins


Ask a question question_answer


Feedback