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

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

Paladin Advisors

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Paladin Research Report For:

Heritage Capital, LLC