Garrard Schaefer
Garrard Schaefer is a registered investment advisor at Peachtree Investment Partners, LLC, based in Vero Beach, FL, with 20 years of industry experience. Garrard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 233 clients with $310M 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 | 1.00% |
Fees may be negotiable. Some clients may pay more or less than other clients for the same management services, depending on account inception date, number of related investment accounts, anticipated future deposits, or total assets under management.
Fee Estimator
Location
Vero Beach, FL
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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 →Other Business Activities
Garrard is a Life Trustee at Pace Academy since 2012, dedicating minimal time. He is also a Member of the Board of Trustees at Tabor Academy since 2013, spending minimal time annually.
Employment History
Current Registrations
Peachtree Investment Partners, LLC
Previous Registrations
Northern Trust Securities, INC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.