Schaffer & Company Asset Management provides investment advice and portfolio management on a continuous basis, either with or without discretion. They also offer financial planning services on an hourly or fixed-fee basis, covering areas like family records, tax planning, retirement, and investments. Schaffer will gather information from the client including current investments (if any), and current financial condition, and obligations. The IAR will then recommend various types of investments to construct a portfolio suited to meet the Client's identified goals, financial needs and investment objectives in light of current economic and market conditions.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.04% |
| $50K - $100K | 1.85% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.10% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are variable based on portfolio construction and may differ based on level of service provided.