Brooks Schaffer is a CFA-designated registered investment advisor at Waypoint West, based in San Francisco, CA, with 4 years of industry experience. Brooks 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, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Waypoint West's advisory fees for portfolio management range from 0.25% to 1.00% annually, depending on household assets, complexity, and scope of services. These fees are negotiable. Clients participating in direct and co-investment opportunities will pay an annual fee of up to 1% of assets under management along with up to a 20% performance fee based on capital appreciation.
Location
San Francisco, CA
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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
Waypoint West
Previous Registrations
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
State Registrations1 state
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