Schafer Investment Group offers investment advice to individuals, high net worth individuals, and businesses. As a fiduciary, Schafer Investments is legally required to act in your best interest. They create customized investment strategies using mutual funds, exchange-traded funds, and individual securities. They also offer financial planning services covering areas like retirement, education, and savings.
Assets Under Management$52K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$52K
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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