Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 6.40% |
| $500K+ | 1.25% |
Portfolios with assets below $500,000 are charged a flat fee of $1,600 per quarter. The minimum portfolio size is $250,000. A minimum fixed fee applies to portfolios below $250,000.
Fee Estimator
For financial planning, initial fees range from $1,200 to $1,800 for comprehensive planning (depending on net worth and complexity) and $400 to $600 for investment planning only. Hourly billing is $250/hour. After the initial plan, ongoing portfolio management fees are a flat $1,600 per quarter for portfolios below $500,000, or 1.25% annually (0.3125% per quarter) for portfolios above $500,000. The minimum portfolio size is $250,000.
Areas of Practice
Advisor Information
Office location
Santa Ana, CA
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Richard Bryon SchultzRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pacific Investment Research
State Registrations1 state
Exams
Additional Information
Richard has been providing investment advice and financial planning services to individuals and families for over 25 years. As Chief Investment Officer, he oversees research and investment processes of Pacific Investment Research (PIR).