Assets Under Management
$5.7B
Number of Clients
30,881
Number of Advisors
474
Average Client AUM
$183K
AUM per Advisor
$11.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
SPC offers portfolio management services through its Axis Advice Engine Platform, a wrap fee program. Clients pay a bundled fee covering account management, transaction costs, and custodial fees. The platform includes APM, FSP, SMA, and UMA programs, each with different investment strategies and management styles.
300 Parkland Plaza, Ann Arbor, MI, 48103