BS
BS

Brian John Schafer

10 Years of Experience
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
589 clients
Average Client Portfolio
$446K average
Assets Under Management
$262.8M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.5M0.85%
$2.5M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.25%
$25M+0.15%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6501 N Cedar Road, Building 4, Suite C, Spokane, WA, 99208

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Columbia Advisory Partners, LLC
February 2023 - Present · 3 yrs
Previous Registrations
Edward Jones
May 2015 - March 2023 · 7 yrs 10 mos
Edward JonesBroker
March 2015 - March 2023 · 8 yrs
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.