ES
CFP
ES
CFP

Elaine Schamber

25 Years of Experience
Lafayette, IN
Sells Insurance

Elaine Schamber is a CFP-designated registered investment advisor at The Schamber Group, INC., based in Lafayette, IN, with 25 years of industry experience. Elaine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 34 clients with $52M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
34 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$52.4M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$1.0M - $2.0M0.70%
$2.0M - $3.0M0.60%
$3.0M - $5.0M0.50%
$5.0M - $10.0M0.40%
$10M+0.25%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3526 Osborne Lane, Suite B, Lafayette, IN, 47909

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Elaine is a notary public and an independent insurance agent selling/servicing health and life insurance, dedicating a few hours per week to the latter. She also serves as an advisor of a RIA, taking nearly full-time hours, and is a board member of the YMCA Foundation of Greater Lafayette, dedicating minimal time.

Employment History
Current Registrations
The Schamber Group, INC.
March 2013 - Present · 13 yrs 1 mo
Previous Registrations
Cambridge Investment Research Advisors, INC.
January 2006 - December 2022 · 16 yrs 11 mos
Cambridge Investment Research, INC.Broker
January 2006 - December 2022 · 16 yrs 11 mos
Citigroup Global Markets INC.
September 2000 - January 2006 · 5 yrs 4 mos
Citigroup Global Markets INC.Broker
June 2000 - January 2006 · 5 yrs 7 mos
State Registrations1 state
IN
Advisor

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
No exam information available for this advisor.