Assets Under Management
N/A
Number of Clients
441
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Strategic Planning Corporation (SPC) offers personalized investment advisory services, financial and estate planning, seminars, and selection of other advisors. They gather client data to determine needs, goals, and risk tolerance, then prepare recommendations for financial planning and investments. SPC may recommend short-term instruments, stocks, bonds, mutual funds, or other investment vehicles.
NC, United States