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Shaffer Capital
Westerville, Ohio
4.5
2 Reviews
Shaffer Capital, a small investment advisory firm based out of Westerville, OH, is dedicated to providing expert financial guidance to individuals and employer 401K plans. With one office, their team of six highly skilled professionals includes two investment advisors specializing in personalized investment strategies. Shaffer Capital manages an average of $65,910,000 in assets per investment advisor, aligning with industry standards.
The firm's compensation structure offers flexibility, encompassing various options such as a percentage of assets under management, fixed fees, and hourly charges. They excel in managing assets from...see more
Assets Under Mgmt
$131.81M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Reviews for Shaffer Capital
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