Shaffer Capital Advisers, LLC is an adviser based in Westerville. It manages $36.25 million of regulatory assets for 251 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Texas.
Shaffer Capital Advisers provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Shaffer Capital Advisers, LLC is $36.25 million. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Shaffer Capital Advisers, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Shaffer Capital Advisers, LLC performs its advisory services is located at 550 Polaris Parkway, Westerville, OH 43082, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 614-891-1200 or by fax 614-891-7360. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.shaffercapitalllc.com.