Christina Shaffer
Christina Shaffer is a CFA-designated registered investment advisor at Advus Financial Partners, LLC, based in Winter Park, FL, with 10 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 528 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Investment management fees generally range from 0.10% to 1.65% of assets under management. Wealth management combining planning and investment management ranges from $0 to $25,000 plus 0.25% to 1.65% of assets. Fees are negotiable.
Fee Estimator
Location
631 W. Morse Blvd., Suite 115, Winter Park, FL, 32789
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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 →Employment History
Current Registrations
Advus Financial Partners, LLC
Previous Registrations
Allgen Financial Advisors, INC.
Altfest Personal Wealth Management
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Allgen Financial Advisors, INC.
State Registrations1 state
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
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