Patrick Shope is a registered investment advisor at Spc, based in Ann Arbor, MI, with 24 years of industry experience. Patrick 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
180 Little Lake Drive, Suite 2B, Ann Arbor, MI, 48103
Get directionsHistory
Regulatory History (1)
Criminal
May 2008Other Business Activities
Patrick provides investment advisory services through SPC under the name Shope & Associates, LLC. This activity is investment-related.
Employment History
Current Registrations
Spc
Previous Registrations
Spc
Sigma Financial CorporationBroker
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
Vestax Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.