Stuart Leibowitz is a registered investment advisor at Spc, based in Plymouth Meeting, PA, with 23 years of industry experience. Stuart 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
4066 Butler Pike, Plymouth Meeting, PA, 19462
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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
Stuart provides financial services and sells various insurance products through various insurance companies. He also maintains an active law license in Pennsylvania, referring cases and accepting referral fees, and sits on arbitration panels a few times per year.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
Previous Registrations
New England SecuritiesBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations21 states
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