Why Schutte Financial
We believe in supporting your heritage by empowering your legacy.
Have you wondered if it’s worth it to pay for a financial advisor? Maybe you have heard of a free or automated robo advisor. Or, perhaps you feel you could do just as well on your own.
However, what if you could earn more with a professionally managed investment portfolio for a small fee versus on your own or with a free service? We are pleased to share that our clients historically have a higher return on their investments with us than the average private client.
We choose to not charge a commission on financial advice or portfolio management. We also do not have transactions fees or investment minimums. Yet, we work with a team of certified experts and utilize leading technology so you can put your money to work right away and rest assured that you are getting excellent value.
If working with an experienced human professional could provide a better return or save you time and frustration for a small fee, rather than doing it all yourself, would that be worth your peace of mind?
Having a financial advisor who is both competent and truly cares can mean the difference in achieving your goals. With Schutte Financial, you can believe in your heritage and invest in your legacy.
Your experience with us is designed to be transparent, pleasant, and energizing. To best serve you, we recommend these three options:
Option 1: Ask for Guidance in a Free Consultation
Start today by scheduling a free consultation. You simply share your story and financial goals with a caring and competent financial advisor. We will then recommend a service plan that supports your goals. There is never any pressure, and you always get to select your next steps.
If you prefer to skip a consultation, please choose Option 2 or 3.
Option 2: Order Financial Plan, Assessment, or Advice
Try our Sapphire service. Like a doctor conducts a checkup before prescribing any treatment, creating a plan that details your starting point and intended destination helps to know what solutions can best empower your legacy. Your online personalized plan can be dynamic and mobile.
To have your investments managed by us, please skip to Option 3.
Option 3: Take the First Step to Start Investing or Get Insured
For investment management, we suggest trying our Platinum service for modern, low-cost Exchange Traded Fund (ETF) portfolio management. This comes with complimentary Sapphire service. Your shiny new account can be open online in 5 minutes! We can help or you can feel free to get started on your own. It features human insight and advanced robo technology including automatic re-balancing, a free mobile app, daily tax loss harvesting, and no transaction fees or minimums. Even if you have a previous mutual fund account, you can convert qualified funds, diversify risk for your assets, or save up for a special purchase with this ETF portfolio. Start investing in your legacy today!
Select our Platinum service to leverage technology with human oversight.
For insurance coverage, review the options under Insure or contact us and specify which type of insurance you would like to consider. We can refer you to a resource with access to leading carriers according to public ratings on coverage, cost, and care. Protect your legacy today!
There is no extra cost to work with an insurance broker through us since compensation comes directly from the carrier. We can be your advocate!
Founding Principal, Daniel Schutte, MBA
Schutte Financial was born from a passion to help people manage their finances to fund a fulfilling life while supporting a heritage of generosity and creating a legacy.
Daniel Schutte founded our firm upon earning his Series 7, Series 66, and Health & Life licenses. After training to be a financial advisor with a large company, Dan chose to become an independent Registered Investment Advisor in order to serve clients without pressure from commissions, quotas, or restricted investment and insurance options.
Dan has been a featured advisor by NASDAQ, Business Insider, Investopedia, and Visa, Inc. Having studied wealth management for over 15 years, he enjoys serving our clients with competence and care.
With an MBA education, Dan has managed budgets up to $10 million for Visa, Inc. and previously served as a Marine Corps Intelligence & Operations Officer where he managed over $50 million in assets with the First Marine Headquarters Group.
As a resident of Denver, Colorado, Dan is happily married to his wife, Sarah, and enjoys spending time making memories as a family.
Because your trust and confidence are important to us, we are happy to fully disclose our pricing and choose to keep our fees low to provide comprehensive assistance based on your goals.
We offer the following financial planning and management options. For comprehensive care that includes complimentary Sapphire services (planning, assessments, and advice), in addition to a managed investment portfolio, we recommend our Platinum service.
(à la carte advice)
Online Financial Plan
Support your goals with current guidance from a real-time financial plan that can include the following:
Cash Flow with Debt Strategies
Investments and Insurance
Tax Estimates and Strategies
(modern value suite)
Historically better performance
than the average private client* and lower management fees or no minimum investment with unlimited support compared to other firms.
Full Service with
1.25% of AUM/annually
15% less than median rates for full service
only $1.25 per year for every $100 invested
planning, advice, & platform fee (0.25%)
automatically collected from account
discounted by tier for higher balances
Enjoy full-service, modern ETF portfolio management, and human connection with automated technology.
Highest Potential Gains
No Required Minimums
Daily Tax Loss Harvesting
User-Friendly Mobile App
Open Account in 5 Minutes
Online Financial Plan
ENJOY THE SCHUTTE FINANCIAL DIFFERENCE:
No commissions or transaction fees on portfolio management
No investment minimums with Platinum service
No fees for guidance on insurance solutions with leading carriers
Free online personal financial plan with portfolio management
Hero discount for first responders and military with Platinum service
Mutual success with compensation tied to portfolio management
Historically better investment returns compared to the typical private client*
*based on data from ARC Private Client Indices (PCI)
REVIEW AND REFERRAL DISCOUNT PROGRAM:
As a token of our appreciation for sharing us with your friends and family, we are excited to share our Review and Referral Program!
For one new positive review on our Yelp, Facebook, or Google site, or for each new person you refer to Schutte Financial who makes a deposit in a managed investment account with us, you can enjoy the same advisory rate over one year that we give to clients with an account balance of one million dollars. That’s a discount of over 20%!
Our starting rate is already on the low end of the industry average, but we want to specifically thank you. Your referrals can enjoy the same reward!
While this program does not apply to those already receiving the same rate, either from a qualifying account balance or from our Hero discount as a military veteran or first responder, it can be applied to a partner who is also a client for a new referral as a couple.
This discounted rate can be renewed each year for every new client you refer! We appreciate your support as sharing helps us grow together and empowers others to believe in their heritage and invest in their legacy.
Please contact us once a new referral opens an account so we can initiate your credit upon an initial deposit. Thank you!