Michelle Shope is a registered investment advisor at Shope Advisors Group, based in Camillus, NY, with 1 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 86 clients with $66M 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 $100K | 1.15% |
| $100K - $500K | 0.90% |
| $500K - $1.0M | 0.81% |
| $1M+ | 0.73% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
Shope Advisors Group, 5014 W Genesee St, Camillus, NY, 13031
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Shope Advisors Group
State Registrations1 state
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