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How does the advisor help clients – Key Takeaways:
Schaffer & Company Asset Management, Inc. is a full-service financial advisory firm that provides personalized strategies to help clients achieve their financial goals. With a team of experienced professionals, the firm strives to provide expert advice and guidance to clients in order to protect and grow their assets.
Facts and Insights:
Schaffer & Company Asset Management, Inc. has been in business for over 20 years, providing trusted financial services to clients across the country. The firm has over $500 million in assets under management and a team of 10 advisors, each with an average of 15 years of industry experience. This combination of experience and resources enables the firm to provide top-quality financial advice and solutions to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
| Number of Advisors: | 10 |
| Time in Business: | Over 20 years |
Financial Services Offered:
Schaffer & Company Asset Management, Inc. offers a comprehensive range of financial services to meet the diverse needs of its clients. Some of the services offered by the firm include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Education planning
Client Types:
Schaffer & Company Asset Management, Inc. caters to a wide range of clients, including individuals, families, small businesses, and corporations. The firm understands that each client has unique financial goals and needs, and therefore, offers personalized strategies to help them achieve their specific objectives.
Fees & Compensation:
The firm charges a fee based on a percentage of assets under management. This fee structure ensures that the advisors have a vested interest in the success of their clients’ investments. Additionally, the firm may also receive compensation from certain product providers, but it always strives to act in the best interest of its clients.
Background:
Schaffer & Company Asset Management, Inc. was founded in 1998 by John Schaffer, a highly experienced financial advisor with over 30 years of industry experience. Under his leadership, the firm has grown to become a trusted and reputable financial advisory firm, known for its client-centric approach and expert financial guidance.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Schaffer & Company Asset Management, Inc. is held to the fiduciary standard, which means the firm is legally obligated to always act in the best interest of its clients. Additionally, the firm has a clean record with no disciplinary actions, so clients can have peace of mind knowing their assets are in safe hands.