How does the advisor help clients – Key Takeaways:
SCHOLTZ & COMPANY, LLC is a leader in providing financial expertise and guidance to its clients. With years of experience and a team of dedicated professionals, this firm helps its clients achieve their financial goals through strategic planning and personalized solutions. Some of the key takeaways of working with SCHOLTZ & COMPANY, LLC include:
- Expertise in financial planning and management
- Customized solutions tailored to individual needs
- Proven track record of success for clients
Facts and Insights
SCHOLTZ & COMPANY, LLC has established itself as a reputable and trusted financial advisor for a wide range of clients. Here are some key facts and insights about this firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10+ | Over 20 years |
SCHOLTZ & COMPANY, LLC has a strong track record of managing assets and helping clients grow their wealth. With a team of 10+ experienced advisors and over 20 years in business, this firm has the knowledge and expertise to guide clients towards financial success.
Financial Services Offered
SCHOLTZ & COMPANY, LLC offers a wide range of financial services to help clients achieve their goals. Some of the services offered include:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
With a comprehensive approach to financial planning, SCHOLTZ & COMPANY, LLC can assist clients in all areas of their financial lives.
Client Types
SCHOLTZ & COMPANY, LLC is committed to serving a diverse range of clients, including:
- Individuals
- Families
- Small businesses
No matter the client type, this firm provides personalized solutions and guidance to help clients achieve their financial goals.
Fees & Compensation
At SCHOLTZ & COMPANY, LLC, transparency and honesty are top priorities. This firm operates on a fee-only basis, meaning their compensation comes solely from the fees paid by clients. This ensures there are no conflicts of interest and that clients receive unbiased financial advice.
Depending on the services required, fees may be charged as a percentage of assets under management or on a flat fee basis. Clients can expect transparent and competitive pricing from SCHOLTZ & COMPANY, LLC.
Background
SCHOLTZ & COMPANY, LLC was founded by financial expert John Scholtz over 20 years ago. Since then, the firm has grown to become a trusted and respected advisor in the industry. With a team of highly qualified professionals, this firm continues to provide top-notch financial guidance and services to clients.
Financial Advisor Disclosures to Know
As a reputable financial advisor, SCHOLTZ & COMPANY, LLC upholds the highest standards of professionalism and ethics. In accordance with industry regulations, here are some important disclosures to know:
- SCHOLTZ & COMPANY, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC)
- The firm is subject to fiduciary duty, meaning they are legally obligated to act in the best interest of their clients
- Advisors at SCHOLTZ & COMPANY, LLC may receive compensation from third-party companies when recommending their products or services. However, they do not receive any kickbacks or incentives for these recommendations.
By working with SCHOLTZ & COMPANY, LLC, clients can rest assured that their best interests are always the top priority.