Sherry Schaffert is a registered investment advisor at Spc, based in Troy, MI, with 14 years of industry experience. Sherry 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
101 West Big Beaver Rd, Suite 1432, Troy, MI, 48084
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sigma Financial CorporationBroker
Spc
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Spc
Sigma Financial CorporationBroker
Sigma Financial CorporationBroker
State Registrations1 state
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