Curt Arri Schultzberg
Investment Adviser Representative at ORANGE INVESTMENT ADVISORS, INC.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Equities, Fixed Income & Cash Equivalents - Up to $1,000,000 | 1.20% |
| Equities, Fixed Income & Cash Equivalents - $1,000,001 to $2,000,000 | 1.00% |
| Equities, Fixed Income & Cash Equivalents - $2,000,001 to $3,000,000 | 0.80% |
| Equities, Fixed Income & Cash Equivalents - $3,000,001 to $5,000,000 | 0.60% |
| Equities, Fixed Income & Cash Equivalents - $5,000,001+ | 0.50% |
| Fixed Income & Cash Equivalents - Up to $1,000,000 | 0.60% |
| Fixed Income & Cash Equivalents - $1,000,001+ | 0.40% |
| Mutual Funds or Mutual Funds with Individual Fixed Income - All Assets | 1.00% |
| Advisory 401(k) Plans - Up to $500,000 | 0.75% |
| Advisory 401(k) Plans - $500,001 to $2,500,000 | 0.50% |
| Advisory 401(k) Plans - $2,500,001+ | 0.25% |
Orange Investment Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Curt Arri Schultzberg has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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