Charles Shaefer is a registered investment advisor at Ais Planning, based in St. Cloud, MN, with 12 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 535 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AIS Planning manages investments through a sub-advisor. The maximum investment management fee is 1.00% per year, charged quarterly or monthly, and is negotiable. The fee for accounts custodied at American Funds will be calculated based on the average daily balance of the account.
Location
622 Roosevelt Road, Suite 160, St. Cloud, MN, 56301
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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
Ais Planning
Previous Registrations
Keystone Wealth Advisors, Incorporated
State Registrations2 states
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