Spc Financial INC
Assets Under Management
$1.4B
Number of Clients
1,240
Number of Advisors
1
Average Client AUM
$1.1M
AUM per Advisor
$1.4B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SPC Financial, an independent investment advisory firm since 1978, offers financial planning and portfolio management to individuals, corporations, institutions, ERISA funds, and charitable clients. They tailor advice to individual needs, considering investment objectives and financial circumstances. SPC also offers tax return preparation and accounting services, as well as insurance products through licensed advisors.
Fee Structure
Basic financial planning is included with portfolio management services. More complex financial planning is offered for a flat fee, determined individually. Portfolio management fees range from 0.50% to 1.25% annually, billed quarterly in advance. SPC does not have account minimums, but the stated minimum management fee is $5,000 annually on family accounts combined. Clients are responsible for brokerage commissions, custodial fees, and other investment-related expenses.
Areas of Practice
Location
3202 Tower Oaks Blvd, Suite 400, Rockville, MD, 20852-4219