Robert Schaffer is a registered investment advisor at Andrew Garrett, INC., based in New York, NY, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 1,402 clients with $660M in assets under management.
Compensation
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Fee Structure
Andrew Garrett, Inc. offers investment management services through various platforms like RBC, Schwab, and AssetMark. Fees are based on a percentage of your portfolio or a flat annual fee, and can be charged monthly or quarterly. The maximum annual fee is 2.80% of your portfolio's value, but this is negotiable. The minimum balance to open an account is $25,000 for the Advisor Program and varies from $10,000 to $250,000 for the RBC Unified Portfolio, depending on the investment style and manager chosen.
Location
230 Park Ave, 3rd Floor West, New York, NY, 10169
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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 Registrations1 state
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