Devin Shaeffer
Devin Shaeffer is a registered investment advisor at Perennial Financial Services, based in Fresno, CA, with 23 years of industry experience. Devin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,899 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perennial Investment Advisors manages investments through LPL Financial or Fidelity. The maximum annual fee is 2.00% of the account value, billed quarterly in advance. Fees are negotiable. The firm also utilizes SEI programs and Envestnet programs, with fees up to 2.00% of assets. For held away accounts, the advisory fee is deducted from another client account or invoiced directly to the client.
Location
7815 N. Palm, Suite 220, Fresno, CA, 93711
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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 →Other Business ActivitiesSells Insurance
Devin is a business owner of Shaeffer Ranch, LLC since 2017 and also involved in music performance and management, dedicating a few hours per week to the latter. Devin also provides investment advisory services through Perennial Investment Advisors LLC and Shaeffer Private Wealth Management, dedicating a significant amount of time to these activities.
Employment History
Current Registrations
Perennial Financial Services
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Capital Financial Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations21 states
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