National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Paul Schatz

Heritage Capital, LLC

1 Bradley Road
Suite 202

Woodbridge, CT 06525

203-389-3553

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.

General Information

CRD#

2241878

Years of Experience in Financial Services

32

Number of Years with Current Firm

18

Work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided

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

Services

Investment Types

Bonds, Stocks, Exchange Traded Funds (ETFs), Mutual Funds

Can meet clients in the following ways

Via Email, Via Phone, Our Office, Video Conference

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

Firm Information

Advisor's Number of Clients

131

Advisor's Number of Managed Clients

129

Advisor's Number of Planning Clients

64

Compensation and Fees

Compensation Methods

Based on Assets

Fee % Based on Assets

1%-2%

Hourly Rate

$300