Schaeffer Financial provides financial planning and investment management services. They focus on helping clients make informed financial decisions to achieve stability and independence. They have experience working with federal government employees, foreign nationals with G-IV visas, and intergenerational planning. They design portfolios based on individual investment parameters and risk tolerance, using mutual funds, ETFs, and third-party money managers.
Assets Under Management$260M
Clients247
Advisors5
Avg. per Client$1M
Avg. per Advisor$52M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees may be waived, reduced, or negotiated. Certain legacy clients may be subject to a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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