Schaeffer Financial & Tax, led by Brad Schaeffer, offers investment management where they create a plan and manage investments to meet client goals. They also offer consulting on specific financial topics like retirement readiness or college savings. Clients are responsible for implementing consulting recommendations. The firm also provides accounting and tax preparation services.
Assets Under Management$5.9M
Clients29
Advisors1
Avg. per Client$200K
Avg. per Advisor$5.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are based on total household assets under management and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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