Timothy Schriber
Timothy Schriber is a registered investment advisor at Spc, based in Manchester, MI, with 29 years of industry experience. Timothy 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
Manchester, MI
Get directionsHistory
Regulatory History (1)
Criminal
March 1986Other Business ActivitiesSells Insurance
Timothy is an independently licensed insurance agent selling life, health, disability, long-term care, and annuities with various insurance companies. He is also associated with White Oak Financial Services.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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.