Michael Barrella is a CFP-designated registered investment advisor at Spc, based in Melbourne, FL, with 39 years of industry experience. Michael 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
6767 N. Wickham Rd, Suite 400 Aa-Bb, Melbourne, FL, 32940
Get directionsHistory
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 ActivitiesSells Insurance
Michael owns real estate, serves on the board of the Boys and Girls Club and The Plaza Condominium, and is a FINRA arbitrator and expert witness. He also works as a youth and high school football official and high school baseball umpire, and is an independent insurance agent offering various lines of insurance.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Managed Asset Portfolios, LLC
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
R.B. Webster Investments, INC.Broker
Tri-Bradley InvestmentsBroker
State Registrations5 states
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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