Matthew Shaffer is a CFP-designated registered investment advisor at Shaffer Capital, based in Westerville, OH, with 24 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 199 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shaffer Capital manages your investments for a fee based on a percentage of the value of your portfolio. The annual fee ranges from 0.05% to 1.00% of your portfolio's value. This fee is billed quarterly, in advance. Shaffer Capital also offers investment consulting services for a fee ranging from 0.10% to 0.70% of your portfolio's value.
Location
550 Polaris Parkway, Suite 130, Westerville, OH, 43082
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Shaffer Capital
Previous Registrations
Citigroup Global Markets INC.
State Registrations2 states
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