Brian Schaeffer
Brian Schaeffer is a CFP-designated registered investment advisor at Shankervalleau Wealth Advisors, INC., based in Skokie, IL, with 13 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 222 clients with $550M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
For all relationships under $1 million, the annual fee is 1.25%. Account size may be negotiable under certain circumstances.
Fee Estimator
Contact
Brian Schaeffer
Location
5215 Old Orchard Road, Suite 850, Skokie, IL, 60077
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
Brian works as an accountant at ShankerValleau Accountants, Inc. and is the treasurer for the Morrison-Shearer Foundation, dedicating a few hours per week to the foundation.
Employment History
Current Registrations
Shankervalleau Wealth Advisors, INC.
Previous Registrations
Cambridge Investment Research Advisors, INC.
Ameriprise Financial Services, INC.
State Registrations2 states
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