A
A Schaffer Advisor Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,261,424
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$376,904
About
A. Schaffer Advisor Services offers discretionary portfolio management and separate advice-only engagements to individuals, including high-net-worth clients, and to small businesses on a one-time basis. The firm reports roughly $2.26 million in assets under management across a very small number of client accounts and does not impose a minimum account size for advisory services.
The firm follows a long-term, passive investment philosophy centered on strategic asset allocation and primarily implements portfolios with market-tracking ETFs, with periodic rebalancing and attention to tax implications when incorporating clients’ existing individual holdings. Accounts are typically managed on a discretionary basis with reviews at least quarterly and client-tailored investment policies developed at the outset of the relationship.
Noteworthy features include a structured, fixed-fee advice-only offering designed as one-time (and repeatable) appointments for targeted planning topics, where clients are responsible for implementing recommendations and may receive limited follow-up. The firm’s principal holds a credential focused on wealth management for higher-net-worth clients and small-business issues, and the firm reports a modest scale of operations and no participation in wrap-fee programs, which may distinguish it from many independent advisory peers.
Client services
Financial planning
Portfolio management
Fee options
$1,000 per appointment for Advice Only Advisory Services
$0 - $1,000,000: 1.85% $1,000,000+: Negotiable below 1.85%
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
A Schaffer Advisor Services
Norwalk OH, United States
Number of offices
1
Forms ADV
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