Anna Shoup
Anna Shoup is a registered investment advisor at Vicus Capital, INC., based in Sewickley, PA, with 1 years of industry experience. Anna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 6,277 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Fees vary by specific investment strategy and advisor negotiation. Household accounts may qualify for blended fee schedules.
Fee Estimator
Location
2591 Wexford-Bayne Rd. Suite 202, Sewickley, PA, 15143
Get directionsHistory
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
Anna is an investment advisory representative at Vicus Capital, Inc. and a financial professional at Pennsylvania Financial Group, each taking about a quarter of her time. Additionally, Anna works as an insurance agent selling fixed insurance products, dedicating a few hours per week.
Employment History
Current Registrations
Vicus Capital, INC.
Cetera Wealth Services, LLCBroker
State Registrations27 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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