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Schultz Retirement Income Solutions, Inc.
SCHULTZ RETIREMENT INCOME SOLUTIONS, INC. is a state-registered investment adviser in ROCKLAND, ME. The firm manages $28 million in assets, $15 million on a...
Overview
SCHULTZ RETIREMENT INCOME SOLUTIONS, INC. is a state-registered investment adviser in ROCKLAND, ME. The firm manages $28 million in assets, $15 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Sector focus
Frequently asked questions
Is Schultz Retirement Income Solutions a fiduciary?
As a registered investment advisor (RIA), Schultz Retirement Income Solutions is held to a fiduciary standard, meaning it must act in clients' best interests. This is a higher standard than the suitability standard required of brokers. The firm's regulatory registration with the SEC or state authorities confirms this obligation.
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