Beverly Barr is a registered investment advisor at Spc, based in Lebanon, PA, with 42 years of industry experience. Beverly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,881 clients with $5.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SPC offers investment management through the SIGMA Managed Account program. Clients pay an annual account management fee based on a percentage of their account assets. The fee includes a program fee and the IAR's compensation. For example, if your account AUM is $1,500,000, the first $500,000 is billed at 2.50%, the next $250,000 at 1.75%, the next $250,000 at 1.50%, and the remaining $500,000 at 1.25%. The maximum annual advisory fee is 2.5%. The program fee is 0.15% on all assets. There is a $30 minimum annual program fee.
SPC also offers direct-at-fund programs where clients pay an annual asset-based investment management fee of 0.5%.
Location
817 E Evergreen Rd, Lebanon, PA, 17042
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Regulatory History (1)
Customer Dispute
September 2019Other Business ActivitiesSells Insurance
Beverly is the President of Barr Associates, Inc. She also sells life insurance and long-term care insurance, dedicating about 10-20% of her time to this activity. Beverly also co-owns rental properties and is a board member for Youth for Christ.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
Previous Registrations
Spc
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
MML Investors Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.