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 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
760 W. Eisenhower Pkwy, 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.
Exams
More Advisors
- Joseph Crowley, CFPLido
- Mitchell Lowe, CFPPlante Moran Financial Advisors
- Deborah Krone, CFPMercer Global Advisors INC.
- John Goff, CFPRetirement Income Solutions, INC.
- Tyler Weir, CFPRehmann Wealth
- Thomas Costigan, CFPArborfi Advisors, LLC