Shaffer Capital provides financial planning and investment management services to individuals, families, and businesses. For individuals and families, they offer financial planning, investment management, and investment consulting. For businesses, they focus on retirement plan services, helping employers manage their fiduciary responsibilities and assist employees in saving for retirement. Shaffer Capital offers discretionary investment portfolios with various risk levels and investment strategies.
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.