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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
March 01, 2004 at 02:00 AM
Kurt Schindler
Financial Planning Group
33 Calle Bolivia, Suite 302
Hato Rey, Puerto Rico 00917
Phone: 787-754-1116
Fax: 787-754-7842
Year practice began: 1990
Number of advisors in office: 2 advisors, 2 support staff
Number of clients: 110
Compensation method(s): Fee-only: a project fee based on the estimated number of hours required to complete the project, and/or a money management fee based on a percentage of the assets under management
Fee for managing assets: A sliding scale starting at 1% of assets and decreasing to 25 basis points
Hourly rate: $145
Client demographics: Professionals and executives in Puerto Rico
Education: Bachelor’s degree in Spanish from the State University of New York (SUNY) at Oswego; master’s degree in financial services from the American College (Pennsylvania)
Previous incarnations: Registered rep with IDS, also worked for Banco de Ponc? in Puerto Rico and New York City
Professional designation(s): CFP
Outside interests: Spending time with his four children, leading a Cub Scout pack, playing basketball and golf, strolling through historic San Juan
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