Bradley Schaffnit
Bradley Schaffnit is a registered investment advisor at Apollon Financial, LLC, based in Downers Drove, IL, with 25 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 1,258 clients with $1.4B 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 | 3.00% |
Advisory fees are negotiable and range up to 3.0% annually based on factors such as relationship size, complexity, and services rendered. Additional fees may apply for specific strategies like Direct Indexing (0.10%), sub-advisors, or LPL programs.
Fee Estimator
Location
2001 Butterfield Rd., Suite 1000, Downers Drove, IL, 60515
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Regulatory History (1)
Criminal
November 2000Other Business ActivitiesSells Insurance
Bradley is involved with Leaders Partners, Inc. focusing on non-variable insurance, dedicating about 10% of his time. He also has Bradley A. Schaffnit, Inc. as a business entity for tax/investment purposes, and Bam Bam Financial as a holding company for his securities business, but spends no time on either of these entities.
Employment History
Current Registrations
Apollon Financial, LLC
Previous Registrations
Highpoint Planning Partners
Highpoint Planning Partners
LPL Financial LLC
LPL Financial LLCBroker
Princor Financial Services CorporationBroker
State Registrations1 state
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.