Shope Advisors Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$57,096,078
Total clients
83
17% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
83
Average account size
$687,905
Client services
Fee options
Less than $100,000 - $99,999: 1.15% annually of assets under management $100,000 - $499,999: 0.90% annually of assets under management $500,000 - $999,999: 0.81% annually of assets under management $1,000,000+: 0.73% annually of assets under management
$250/hour for consultations; $1250 for initial formal retirement plan (includes 5 hours of consultation); $375 for future updates
Account minimum: $500,000 (can be lower at the discretion of the individual IAR) Minimum fee: $287.50 minimum annual fee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Shope Advisors Group
Shope Advisors Group, 5014 W Genesee St
Camillus NY 13031, United States
Number of offices
1
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