Robert Johnson
Robert Johnson is a ChFC-designated registered investment advisor at Spc, based in Saginaw, MI, with 44 years of industry experience. Robert 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
6370 Normandy Street, Saginaw, MI, 48603
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2012Customer Dispute
February 2004Other Business ActivitiesSells Insurance
Robert sells various insurance products through multiple insurance companies. He also manages and owns a hunting club, owns a building and equipment through Little Prarie Realty LLC, administers pension and cafeteria plans through Administration Specialists Inc., and owns Bob Johnson & Associates, LTD which sells fixed products. Robert also co-owns three farms, receiving rental income and dedicating minimal time to paying bills, totaling a few hours per week.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 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.