Paul Schatz

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About Paul Schatz

Paul Schatz, Founder, and President of Heritage Capital has a wealth of experience investing in equities, fixed income, options, and futures. While he is best known for his equity index and precious metals models, his technical driven strategies have taken him into other asset classes as well. Paul is a recognized pioneer and expert in the exchange-traded fund (ETF) field, having employed them in his work since 1994. Additionally, he has consulted for many of today's ETF purveyors on new product development and is a highly sought after speaker in the field.

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General Information

Firm Start Year

2003

No. of Employees

CRD#

2241878

Firm CRD#

127650

Name of Custodial Firm

Axos Advisor Services

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided

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

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AIF^®

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$135,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets, Hourly

Fee % Based on Assets

1%-2%

Hourly Rate

$300

Education

BA Political Science -

University of Rochester
-

Bachelor of Arts - Political Science

University of Rochester
9/1/1984 -5/10/1988

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:

Heritage Capital, LLC