Michael Schaeffer is a registered investment advisor at Leafhouse Financial Advisors, LLC, based in Austin, TX, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,717 clients with $21B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LeafHouse's fees for investment advisory services are based on a percentage of the assets they manage. These fees range from 0.25% to 2.00% and are negotiated based on factors like portfolio size and complexity. Fees for Investment Management Model Programs range from 0.15% to 0.35%.
Location
6300 Bridgepoint Parkway, Building 1, Suite 300, Austin, TX, 78730
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Leafhouse Financial Advisors, LLC
Previous Registrations
PFS Investments INC.Broker
Securities America Advisors, INC.
AXA Distributors, LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Security Distributors, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Cuso Equities, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Ur Financial, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.