Shirell Mcnee
Shirell Mcnee is a registered investment advisor at Spc, based in Kentwood, MI, with 36 years of industry experience. Shirell 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
Kentwood, MI
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Regulatory History (1)
Customer Dispute
October 2003Other Business ActivitiesSells Insurance
Shirell owns Cardinal Rule LLC, a licensed insurance agency selling life, health (LTC), and annuity products. She is also an Investment Advisor Rep with SPC and serves as Trustee for the Fraternal Order of Eagles Earie 4321 Auxiliary, dedicating a few hours per week to this role.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual 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.