Brad Schaeffer is a registered investment advisor at Schaeffer Financial & Tax, LLC, based in Easton, PA, with 8 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 29 clients with $5.9M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are based on total household assets under management and are negotiable.
Fee Estimator
Location
Easton, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brad owns Schaeffer Financial & Tax, LLC, where he works as an accountant preparing and filing income tax returns for small businesses and non-profits. He dedicates nearly full-time hours to this activity during tax season and about a quarter of his time during the rest of the year.
Employment History
Current Registrations
Schaeffer Financial & Tax, LLC
State Registrations1 state
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