Aaron Barr is a registered investment advisor at Spc, based in Lebanon, PA, with 12 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,881 clients with $5.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SPC offers investment management through the SIGMA Managed Account program. Clients pay an annual account management fee based on a percentage of their account assets. The fee includes a program fee and the IAR's compensation. For example, if your account AUM is $1,500,000, the first $500,000 is billed at 2.50%, the next $250,000 at 1.75%, the next $250,000 at 1.50%, and the remaining $500,000 at 1.25%. The maximum annual advisory fee is 2.5%. The program fee is 0.15% on all assets. There is a $30 minimum annual program fee.
SPC also offers direct-at-fund programs where clients pay an annual asset-based investment management fee of 0.5%.
Location
817 E. Evergreen Road, Lebanon, PA, 17042
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Regulatory History (1)
Customer Dispute
September 2019Other Business ActivitiesSells Insurance
Aaron owns Barr Associates, Inc. and sells life, annuity, fixed index annuity, and health insurance products, dedicating full-time hours to this activity. He also provides financial services through A. Barr Inc. DBA Barr Associates Financial and Parkland Securities LLC and SPC, and is involved with youth mountain bike teams.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
State Registrations6 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.