Schulz Wealth, Ltd.

Schulz Wealth, Ltd. is a privately held investment advisory firm founded in 2014 and registered with the Securities and Exchange Commission. The firm offers Comprehensive Wealth Planning services, combining asset management and financial planning, as well as Investment Management services. Clients have the option to grant discretionary authority to manage their investment portfolios, allowing for periodic rebalancing and adjustments. The firm also provides ongoing financial planning services, tailored to individual client needs, including retirement planning, investment allocation, and estate planning. Schulz Wealth utilizes Modern Portfolio Theory for investment decisions, focusing on diversification and asset allocation tailored to client goals and risk tolerance. The firm offers alternative investments, such as mutual funds, partnerships, and private offerings, for clients seeking additional strategies. Clients are informed about the risks associated with different investment types, including market risk, fixed income risk, and options risk. Fees for services are based on a percentage of assets under management, with fees billed quarterly in advance. The firm participates in Schwab's Advisor Services program, receiving benefits such as research services. Schulz Wealth does not accept physical custody of client assets but has constructive custody for fee deductions. The firm provides proxy voting services and acts as a fiduciary, always prioritizing clients' best interests. Schulz Wealth does not have any disciplinary events and does not offer performance-based fees.