Anthony Mattar is a ChFC-designated registered investment advisor at Spc, based in Troy, MI, with 56 years of industry experience. Anthony 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
5750 New King Street, Suite 310, Troy, MI, 48098
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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
Anthony is the owner of Corporate Benefit Solutions, LLC, selling insurance and investment products full-time. He also serves as a manager and board chairman for Sugar Loaf Homeowners Association, dedicating minimal time, and owns DBA - AJ Mattar Wealth Management LLC.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Ing Financial Partners, INC
Mariner Financial Services, INC.Broker
Mutual Service CorporationBroker
The Saxon Group, INC.Broker
Mutual Service CorporationBroker
Edgemont Securities CorporationBroker
Oil and Gas Securities Sales, INC.Broker
First Heritage CorporationBroker
State Registrations6 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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