Advisor at Pacific Investment Research
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Firm
Pacific Investment Research
Location
Orange, CA 92866
Credentials
CFP®, Series 63
Industry experience
21 years
Richard Schultz is a CFP® with 21 years of industry experience and has managed Schultz Financial Management Corporation since 2003. He is based in Orange, CA, and holds a Series 63 license. Pacific Investment Research is an independent, fee-only registered investment adviser that provides comprehensive financial planning and portfolio management to individuals, families, and various institutional clients. The firm uses a combination of fundamental analysis and proprietary quantitative models to build customized portfolios across multiple asset classes and offers both core and tactical investment strategies.
Based on Pacific Investment Research
Initial planning fees: $1,200 - $1,800 for comprehensive planning (investment net worth less than $5 million), $400 - $600 for investment planning only; updates $200 - $300.
$0 - $250,000: Minimum fixed fee of $1,600 per quarter $250,000 - $500,000: Flat fee of $1,600 per quarter $500,000+: Asset fee of 0.3125% per quarter (1.25% annual)
Hourly billing rate of $250/hour for limited scope initial planning or other services.
Account minimum: $250,000 Minimum fee: Minimum quarterly fee of $1,600 applies to portfolios below $250,000. Fee-only: Fee-only registered investment adviser; no commissions or performance fees.
942 E. Chapman Ave.
Orange, CA 92866
California
Schultz Financial Management Corporation
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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