SCHAFER INVESTMENT GROUP, INC.
Firm details
- Headquarters
- MOUNT PLEASANT, Michigan
- CRD number
- 337977
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Schafer Investment Group, Inc. is a small, privately owned corporation that provides financial planning and portfolio management services focused on individuals and small businesses. The firm charges fees as a percentage of assets under management and also uses hourly and fixed-fee arrangements. It does not market itself as a multi-state adviser, pension consultant, or capital allocator, and it does not identify as an active ESG investor. The firm lists an industry affiliation with an accountant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Chad Schafer
Principal And Chief Compliance OfficerCRD 8134662
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MOUNT PLEASANT, MI
ISABELLA
Location
MOUNT PLEASANT, MI
Headquartered in MOUNT PLEASANT, MI, anchoring the Mount Pleasant-Alma, MI metro in the Midwest.
- Metro area
- Mount Pleasant-Alma, MI
- Region
- Midwest
- County
- ISABELLA
- Address
- 2100 E Remus Rd
- Time zone
- ET (UTC-5)
- Office locations
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