Schafer Investment Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Schafer Investment Group is an independent, state‑registered advisory firm that offers investment management and financial planning to individuals, high‑net‑worth clients, and businesses. The firm provides portfolio construction and ongoing supervision for client accounts and may deliver both discretionary and non‑discretionary services while custodial relationships are arranged with a third‑party custodian.
The firm typically builds customized portfolios using low‑cost, diversified mutual funds and ETFs, and may include individual stocks, bonds, options contracts, or CDs to meet client objectives; strategies are primarily long‑term but the advisor may trade more actively for rebalancing or client‑specific needs. Research draws on fundamental, technical and cyclical analysis, and accounts are monitored regularly with formal reviews generally conducted at least annually; as of December 31, 2025 the firm reported about $52,018 in assets under management on a non‑discretionary basis.
A distinctive feature of the firm is its common ownership with a separate CPA practice — the principal operates a related tax and accounting firm (a service offered for separate fees and not required of clients) and allocates substantial time to that business, which the brochure discloses as a potential conflict to be managed. The principal is also a licensed CPA and holds a board role at a local credit union, which means clients may encounter integrated tax‑and‑investment advice opportunities and should consider that affiliation when evaluating the advisor.
Client services
Expertise
Fee options
Up to $1,500 per engagement, fees negotiable
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,0001+: 1.00%
Up to $300 per hour
Account minimum: $10,000 Fee-only: Hourly fees up to $300 per hour; Fixed fees up to $1,500 per engagement; Fees negotiable based on service complexity
Main office
2100 E. Remus Road, Suite C
Mt. Pleasant MI 48858
Advisors at this office
1
Most active in
Michigan
Also doing business as
Schafer Financial Group · Schafer Investment Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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