PaulSchatz- Financial Advisor Woodbridge, CT

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About Paul Schatz

Heritage Capital, LLC is an award-winning personal investment management firm dedicated to growing your portfolio and protecting your assets as we work as a team to achieve your lifetime financial goals. With a focus on long-term planning for your comfortable retirement and your family's education needs, we provide you the peace of mind that comes from entrusting your financial future to experienced, educated, and trustworthy professionals.

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General Information

Firm Start Year

CRD#

2241878

Name of Custodial Firm

Fidelity/National Financial Srvs

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Money Management, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Compensation and Fees

Compensation Methods

Based on Assets, Hourly

Fee % Based on Assets

1%-2%

Hourly Rate

$300

Education

BA Political Science -

University of Rochester
-

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886604/paladinregistry-Heritage-Capital,-LLC-detailed-disclosure.html

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Paladin Research Report For:

Paul Schatz

Heritage Capital, LLC