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Amanda Hadley

6 Years of Experience
Lansing, MI
BrokerSells Insurance

Amanda Hadley is a registered investment advisor at Spc, based in Lansing, MI, with 6 years of industry experience. Amanda 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
475 advisors
Number of Clients
30,916 clients
Average Client Portfolio
$197K average
Assets Under Management
$6.1B

Fee Structure

Minimum Investment:$5.5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4710 West Saginaw, Suite 5, Lansing, MI, 48917

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Amanda operates under the DBA Full Circle Financial, offering financial services since 2022. She is also an independently licensed insurance agent offering fixed insurance products, dedicating a few hours per week to this activity. Amanda is also a board member for a non-profit and a notary public.

Employment History
Current Registrations
Spc
January 2023 - Present · 3 yrs 9 mos
Sigma Financial CorporationBroker
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Nylife Securities LLCBroker
June 2021 - July 2022 · 1 yr 1 mo
USA Financial Securities CorporationBroker
October 2018 - May 2020 · 1 yr 7 mos
State Registrations1 state
MI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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