Marcus Shaffer
Marcus Shaffer is a CFP-designated registered investment advisor at Allos Investment Advisors, LLC, based in Overland Park, KS, with 19 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 382 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.90% |
| $25K - $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.05% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Fees may be reduced or waived for directors, officers, and employees at the firm's discretion, and are negotiable.
Fee Estimator
Contact
Marcus Shaffer
Location
12980 Foster Street, Suite 160, Overland Park, KS, 66213-2703
Get directionsHistory
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 →Other Business Activities
Marcus has an active insurance license but is not currently allocating any time to insurance sales. He is not actively selling insurance products.
Employment History
Current Registrations
Allos Investment Advisors, LLC
Searcy Financial Services, INC.
Previous Registrations
Linsco/private Ledger CORP.
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
Additional Information
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