Michael Schaeffer is a registered investment advisor at Precision Fiduciary Partners, LLC, based in Austin, TX, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,144 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Precision Fiduciary Partners charges fees for investment advisory services that vary based on the amount of assets managed. For retirement plan and institutional services, fees typically range between 0.05% and 0.75% of assets, or flat fees ranging from $500 to $200,000 depending on plan size, participant count, and complexity. For automated solutions like RetireGuide and collective investment trusts, fees generally range from 0.03% to 0.40% of assets or flat fees between $500 and $200,000.
Location
6300 Bridgepoint Parkway, Building 1, Suite 300, Austin, TX, 78730
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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
Precision Fiduciary Partners, LLC
Previous Registrations
PFS Investments INC.Broker
Securities America Advisors, INC.
AXA Distributors, LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Security Distributors, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Cuso Equities, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Ur Financial, INC.Broker
State Registrations2 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.
Exams
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