Anastasia Cadotte is a registered investment advisor at Spc, based in Ann Arbor, MI, with 39 years of industry experience. Anastasia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.
Fee Estimator
Location
300 Parkland Plaza, Ann Arbor, MI, 48103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Anastasia provides support in the vote count of Teamsters officials for the Office of the Election Supervisor. This was a one-week commitment starting in November 2021.
Employment History
Current Registrations
Spc
Sigma Financial Corporation
Parkland Securities, LLC
Sigma Financial CorporationBroker
Parkland Securities, LLCBroker
Previous Registrations
Questar Capital CorporationBroker
Abn Amro Financial Services, INC.Broker
Independence One Brokerage Services, INC.Broker
Olde Discount CorporationBroker
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.
Exams
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