Advisor at Ronald Ray Schulze
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Firm
Ronald Ray Schulze
Location
Yorktown, TX
Credentials
CFP®, Series 63
Industry experience
9 years
Ronald Schulze is a CFP® certificant with nine years of industry experience, operating his independent firm, Ronald Ray Schulze, in Yorktown, TX. He has been active in the financial services field since 1990. Ronald Ray Schulze provides personalized investment management and financial planning services primarily to individual clients. The firm employs a tactical asset allocation, core-and-satellite approach with a focus on mutual funds, incorporating market-timing strategies that are relatively uncommon among independent advisers.
Based on Ronald Ray Schulze
Fixed fees may be considered, but no specific amounts stated
Maximum 0.5% quarterly (equivalent to 2.0% annually), negotiable
Fee-only: Fee-only investment management; no commissions accepted
Yorktown, TX
Texas
Ronald Ray Schulze
1990 - Present (36 years)
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Is not active or affiliated with:
Insurance agent
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Fund sponsor
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Accountant / CPA / tax prep
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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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