A. Schaffer Advisor Services provides investment management through Comprehensive Portfolio Management, managing tailored investment portfolios using primarily exchange-traded funds that passively follow market indices. They also offer Advice Only Advisory Services on a one-time meeting basis for specific areas of interest. ASAS acts as a fiduciary, prioritizing client interests and mitigating potential conflicts of interest.
Assets Under Management$2.3M
Clients6
Advisors1
Avg. per Client$380K
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.85% |
| $1M+ | 1.85% |
Fees negotiable below 1.85% for amounts exceeding $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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