Shaffer Asset Management, INC.

Fee-Only (% of Portfolio)

Shaffer Asset Management is a fee-only financial advisory firm that provides investment advice to discretionary accounts. They manage advisory accounts on a discretionary basis, using charting techniques, technical analysis, fundamental analysis, cyclical analysis, economic environment analysis, and government policies analysis. The firm's investment recommendations generally include advice regarding exchange-listed securities, securities traded over-the-counter, foreign issuers, and United States governmental securities.

Assets Under Management$2.1M
Clients14
Advisors1
Avg. per Client$150K
Avg. per Advisor$2.1M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees may be negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Shaffer Asset Management, INC. | TrueAdvisor