John Shaffer
John Shaffer is a registered investment advisor at Latitude Advisors, LLC, based in East Freedom, PA, with 37 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,675 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Latitude Advisors charges a percentage of your portfolio value each year for investment management. The exact rate depends on the specific model used and the amount you invest.
For IA Managed Accounts, Navigator, and Third Party Research Model Managed Accounts:
- Up to 2.00% on the first $1,000,000
- Up to 1.50% on the next $4,000,000 (between $1,000,001 and $5,000,000)
- Up to 1.00% on amounts over $5,000,001
For Latitude Model Managed Accounts:
- Up to 1.5% on the first $1,000,000
- Up to 1.25% on the next $4,000,000 (between $1,000,001 and $5,000,000)
- Up to 1.00% on amounts over $5,000,001
These fees are billed quarterly, based on the value of your investments at the end of each quarter. Fees are negotiable.
Location
East Freedom, PA
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2025Other Business ActivitiesSells Insurance
John owns John Shaffer Financial, offering life, health, and fixed annuity products since 1978, dedicating about a quarter of his time. He also sells fixed insurance and fixed annuities, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Latitude Advisors, LLC
Gwn Securities INC.Broker
Previous Registrations
Gwn Securities INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Investment Advisors & Consultants, INC.Broker
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.