A Schaffer Advisor Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
A. Schaffer Advisor Services provides discretionary comprehensive portfolio management and appointment‑based, advice‑only consultations to individuals, high‑net‑worth clients, and small businesses. Portfolios are typically constructed using passive, index‑tracking ETFs, and the firm will advise on or incorporate existing individual securities when clients request it.
The firm follows a long‑term, passive investment approach built around strategic asset allocation and periodic rebalancing, with account reviews at least quarterly. Client onboarding includes gathering information on goals, risk tolerance, tax basis, and family circumstances to develop a customized investment policy and allocation targets; clients may impose reasonable investment restrictions, though some restrictions can limit manageability.
Notable operational and business characteristics include a very small client base (six clients) and roughly $2.3 million in assets under management, along with standalone fixed‑fee advisory appointments available on an as‑needed basis. The firm recommends a particular custodian (Charles Schwab) for custody and trade execution, does not participate in wrap programs or accept third‑party compensation, and the principal holds an AWMA® designation with prior institutional portfolio management experience.
Client services
Expertise
Fee options
$1,000 per appointment
$0 - $1,000,000: 1.85% $1,000,001+: Negotiable below 1.85%
Main office
Norwalk OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
A Schaffer Advisor Services · A Schaffer Advisor Services LLC · A. Schaffer Advisor Services LLC · A. Schaffer Advisors Services LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
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