Sheila Stevenson is a registered investment advisor at Spc, based in Plainfield, IN, with 6 years of industry experience. Sheila 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
4310 Saratoga Parkway, Suite 600, Plainfield, IN, 46168
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sheila is a salaried employee of Saratoga Wealth Management, offering financial planning services since 2019. She is also a notary public for the State of Indiana, providing services on an as-needed basis, dedicating minimal time to this activity.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
State Registrations1 state
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