Jeffrey Schaefer
Jeffrey Schaefer is a CFP-designated registered investment advisor at Schaefer Financial Management, INC., based in Englewood, CO, with 27 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 451 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.20% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Location
7700 E. Arapahoe Road, Suite 265, Englewood, CO, 80112
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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
Schaefer Financial Management, INC.
State Registrations5 states
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