Advisor at Investment Capital Management, Inc.
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Firm
Investment Capital Management, Inc.
Location
Clinton, NJ 08809
Credentials
Series 63
Industry experience
42 years
Mark Schultz is a financial advisor at Investment Capital Management, Inc. with 42 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Almax Financial Solutions and Generations to Come, Inc., where he is owner and president of a business specializing in mathematical computations to estimate future expenses such as retirement and college costs. Investment Capital Management, Inc. provides advisory services primarily to individual and high-net-worth clients, focusing on managing mutual funds, variable annuity subaccounts, and limited option strategies. The firm uses trend analysis and technical indicators to guide its investment models and maintains related broker-dealer and insurance agency affiliates, along with a separate non-compensated entity offering retirement and college cost consultations.
Based on Investment Capital Management, Inc.
$0 - $1,000,000: 2.0% $1,000,001+: 1.5%
$200 per hour for consultations not related to assets under management
Account minimum: $100,000
12 Van Syckles Road
Clinton, NJ 08809
New Jersey
Almax Financial Solutions, LLC
2018 - 2025 (7 years)
Generations to Come, Inc.
2001 - Present (25 years)
Almax Financial Solutions, Inc.
2000 - 2018 (18 years)
INVESTMenT CAPITAL MANAGEMENT INC.
1994 - Present (32 years)
Your Money Matters, Inc.
1987 - Present (39 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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