Robert Schaffer is a registered investment advisor at Andrew Garrett, INC., based in Delray Beach, FL, with 22 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,122 clients with $520M 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 | 2.80% |
Maximum annual fee is 2.80% across programs. Fees are negotiable based on account type, size, and services provided.
Fee Estimator
Location
1615 Congress Ave, Ste 103, Delray Beach, FL, 33445
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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
Andrew Garrett, INC.
Andrew Garrett INC.Broker
Previous Registrations
Ladenburg Thalmann Asset Management INC
Ladenburg Thalmann & CO. INC.Broker
Andrew Garrett, INC.
Andrew Garrett INC.Broker
Andrew Garrett INC.Broker
Brokerageamerica, LLCBroker
Thomas Group CapitalBroker
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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