Alexander
Schutz
Wms Advisors, LLC
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About this Advisor
Alexander Schutz is a financial advisor based in Charlotte, North Carolina, working with Wms Advisors, LLC. Alexander has previously held positions at Wms Advisors, LLC, Kron Chocolatier, Grove Point Investments, LLC, Bittersweet Idea Dba Kron Chocolatier, and Grove Point Advisors, LLC. Alexander has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Alexander is part of Wms Advisors, LLC, which operates out of Charlotte, North Carolina. The firm has 2 offices and 5 employees. The firm manages assets totaling $196.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Wms Advisors, LLC includes asset-based and hourly fees.
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Wms Advisors, LLC Brokerage Details
$196,113,694
5
334
$587,167
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Alexander Schutz Work History
Wms Advisors, LLC
Grove Point Investments, LLC
Grove Point Advisors, LLC
Wms Advisors, LLC
Kron Chocolatier
Bittersweet Idea Dba Kron Chocolatier
Disclosures
Please visit the SEC profile of Alexander Schutz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wms Advisors, LLC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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