Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Our asset-based fees range up to 2.5% of assets under management. The specific fee you pay is determined by your advisor based on factors like asset value, account type, services provided, and the chosen platform. Fees are negotiable, and you may pay more or less than other clients for similar services. Fees are typically paid quarterly, either in advance or arrears. Clients with multiple accounts may be eligible for householding to reduce overall management fees.
Areas of Practice
Advisor Information
Office location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
Get directionsRegulatory 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 →Other Business ActivitiesSells Insurance
Alan is the President of Schantz Wealth Services, a DBA for his registered representative activities through Kestra Investment Services, LLC, and insurance-related business, including health, life insurance, and fixed annuities, taking up nearly all of his time. He is also an Investment Advisor Representative with Kestra Advisory Services, LLC and a registered representative at Westchester Benefit Group Inc.