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Paul Schatz
Heritage Capital, LLC

Tel: 203-389-3553
1 Bradley Road
Suite 202
Woodbridge, CT 06525
Heritage Capital, LLC | Financial Advisor in Woodbridge ,CT

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.


About Heritage Capital, LLC

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

Name of Custodial Firm:   Fidelity/National Financial Srvs
Number of Years with Current Firm:   18
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Education Funding and Planning, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning

Services

Investment Types:   Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks
Can meet clients in the following ways:   Via Phone, Via Email, Your Home, Video Conference

Firm Information

Advisor's Number of Clients:   119
Advisor's Number of Managed Clients:   129
Advisor's Number of Planning Clients:   64

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

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


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