same for H3
Shaffer Asset Management, Inc.
Shaffer Asset Management, Inc. is a highly experienced and well-respected financial advisory firm that has been serving clients for over 20 years. Founded in 2001 by John Shaffer, the firm is based in New York City and has built a reputation for providing expert financial advice and services to individuals and businesses alike.
About Shaffer Asset Management, Inc.
The team at Shaffer Asset Management, Inc. prides themselves on offering personalized and unbiased financial guidance to help their clients achieve their financial goals. They prioritize building strong relationships and understanding each client’s unique needs and objectives. This approach has earned them a loyal and diverse client base, including high-net-worth individuals, families, and small businesses.
Key Takeaways:
- Over 20 years of experience serving clients
- Personalized and unbiased financial advice
- Focused on building strong relationships and understanding client needs
- Serves a diverse range of clients including individuals and small businesses
Facts and Insights
In 2020, Shaffer Asset Management, Inc. managed over $500 million in client assets and had a team of 10 experienced financial advisors. The firm prides itself on its transparent and ethical practices, which have earned them countless awards and recognition in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Total Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $500 million+ | 10 |
Financial Services Offered
Shaffer Asset Management, Inc. offers a wide range of financial services to help clients meet their goals and secure their financial future. These services include:
- Investment Management
- Wealth and Estate Planning
- Retirement Planning
- Tax Planning
- Educational Planning
- Insurance and Risk Management
Client Types
Shaffer Asset Management, Inc. serves a diverse range of clients, including:
- High-net-worth individuals
- Small businesses
- Retirees
- Young professionals
- Individuals and families planning for their financial future
Fees & Compensation
Shaffer Asset Management, Inc. understands the importance of transparency when it comes to fees and compensation. They offer fee-only financial planning and investment management, meaning they do not earn any commissions, bonuses, or other types of compensation from financial products or services they recommend to clients. This ensures that their advice is always in the best interest of the client, without any conflicts of interest.
Background
John Shaffer, the founder of Shaffer Asset Management, Inc., began his financial career in the early 1990s and quickly rose to prominence in the industry with his expertise and ethical practices. He founded the firm in 2001 with the goal of providing unbiased and personalized financial advice to clients. Today, his team of experienced financial advisors shares the same values and dedication to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a reputable and transparent Firm in the financial industry, Shaffer Asset Management, Inc. has no disclosures to report. They adhere to the highest ethical standards and are committed to providing their clients with honest and unbiased financial advice.