Daniel Shaffer is a ChFC-designated registered investment advisor at Shaffer Asset Management, INC., based in Greenwich, CT, with 24 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $2.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
Greenwich, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Shaffer Asset Management, INC.
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
State Registrations1 state
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